Are you looking for a New Job or Looking for better opportunities?
We got a New Job Opening for
Full Details :
Company Name : Cardinal Pointe Financial Group
Location : Tucson, AZ 85711
Position : Receptionist/Administrative Assistant
Job Description : Cardinal Pointe Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, has an opening for a Receptionist/Administrative Assistant positionfor their office located at 5210 E Williams Circle, Suite 130, Tucson, AZ 85711. This position provides support for three financial advisors, is a full-time, non-exempt position, working Monday through Wednesday, 8:00 a.m. to 5:00 p.m. Benefits include: Company-provided Group Life Insurance, Short-Term and Long-Term Disability benefits, Medical, Dental and Vision Insurance, 401(k) Plan with a match, Section 125 Cafeteria Plan, Paid Time-Off (PTO) policy and 10 observed Holidays.Key job responsibilities: Greet clients in a professional, courteous manner and notify the advisor or assistantAnswer incoming phone calls on a multi-line system; take messages or direct calls to the appropriate advisor/assistantSchedule client service meetings (in-office, virtual/webex or by phone) for comprehensive planning and non-planning clientsConfirm client meetings in advance of the meeting date. Reschedule appointments as needed and notify the advisor.Prepare meeting prep for upcoming meetingsOpen and log mailPrepare conference rooms each morning for meetingsUpload documents to Online File Manager (OFM) from the Ready for OFM foldersOrder supplies for officeOrder lunch for office as requestedAssist with special projectsQualified candidate must be team oriented, have a warm outgoing personality, be professional and dependable, possess strong verbal communication skills, be proficient in Microsoft Office and able to multi-task. Prior experience working in an office setting, answering phones and scheduling appointments is required.Job Type: Full-timePay: From $42,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceFlexible spending accountHealth insuranceHealth savings accountLife insurancePaid time offProfessional development assistanceVision insuranceSchedule:8 hour shiftEducation:High school or equivalent (Preferred)Experience:Client Services & Customer Support: 2 years (Required)Work Location: One location
This post is listed Under Arizona jobs
Disclaimer : Localpublic.in works to publish latest job info only and is no where responsible for any errors. Users must Research on their own before joining any company