Financial Assistant

Requirements

• Ability to manage and maintain confidentiality at the highest level of the organization.
• Superior proficiency in the use of all Microsoft Office products.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcript, designing forms, and other office procedures and terminology.
• Ability to coordinate multiple, diverse projects while setting realistic timelines and deadlines.
• Ability to resolve routine & complex problems independently and understand when consultation with Financial Advisor or Insurance Agent is necessary for unusual issues.
• Ability to follow prescribed and detailed procedures to solve moderately complex problems and collect data, establish facts and draw valid conclusions.
• Ability to give full attention to what other people are saying; taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Ability to communicate orally to others to convey information effectively.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar including the ability to comprehend written sentences and paragraphs in work related documents.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Knowledge of those arithmetic, algebra, statistics, and their applications specific to the position.
• Ability to listen to and understand information and ideas presented through spoken words and sentences.
• Ability to communicate information and ideas in speaking and writing so others will be able to understand.
• Ability to identify and understand the speech of another person.
• Ability to see details at close range (within a few feet of the observer).
• Ability to tell when something is wrong or is likely to go wrong.
• Ability to sit for long periods of time.
• Ability to demonstrate manual dexterity through use of typing on a keyboard, sorting through paperwork, reaching and grabbing objects.
• Ability to stand, bend, and lift up to 10 pounds.
• Ability to operate standard business equipment such as a fax, computer, printer, copier, etc.
• Ability to look at a computer screen for several hours.
• Ability to travel to other locations if needed.
• Ability to work on a flexible schedule when needed that at times may include late working hours or weekend hours.

Benefits

• Health Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Retirement Plan
• Company Paid Life Insurance
• Paid Time Off (PTO)
• Nine Paid Holidays
• Birthday Leave
• Community Service Leave
• Charitable donation match
• Employee celebrations
• Professional recognition