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Posted on 09/05/2017

Financial Assistant

GFS Advisory - Lawrenceville, GA

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Job Description

JOB DESCRIPTION

GFS Advisory is in need of a Financial Assistant to begin Fall 2017. The Financial Assistant will assist two financial advisors with administrative duties and manage paperwork. Overall, your work will allow the advisors to give their full attention to helping current clients and meeting with potential clients. If desired, there is a possibility of future opportunity and advancement.

  

EMPLOYMENT DETAILS

Part-time: Monday, Wednesday, Friday 9:00 a.m. – 3:30 p.m. (times are flexible) with the possibility of more hours in the future.

 

Compensation: Starting at $20/hour

   

Job Requirements

PRIMARY DUTIES OF POSITION

  • First line of communication with public (receptionist/greeter and telephone).
  • Complete repetitive tasks such as preparing/submitting applications, prepping materials for client meetings and updating spreadsheets.
  • Provide administrative assistance for financial advisors.
  • Scheduling meetings with clients.

 

 

QUALITIES

  • Trustworthy with sensitive information
  • Personable in person and over the phone
  • Good character, health, and emotional stability.
  • Attention to detail.
  • Self-motivated and takes great pride in doing job well.
  • Self-sufficient from a technical and work ethic standpoint.
  • Able to multi-task and prioritize effectively.

 

 

REQUIREMENTS

  • High school diploma or equivalent.
  • College degree is preferred.
  • Excellent written (grammar and spelling) and verbal skills.
  • Computer proficiency in Microsoft Office (Word, Excel, Outlook, Powerpoint)
  • Ability to learn, utilize and improve computer-based systems and processes
  • Portray professional image.
  • Ability to multi-task and prioritize.

 


To apply, candidates should email their resume and cover letter to Nathaniel Langley at
nathaniel(at)gfsadvisory.com. Company website is www.gfsadvisory.com

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