• Perform various clerical and administrative tasks in support of an investment firm.

Job Competencies

• Scanning client documents, naming electronic files, and uploading files to a web-based platform.
• Complete filing on a daily basis and in an organized manner.
• Process large mailings.
• Coordinate workflow and workload with teammates to ensure deadlines will be met.

Requirements

• High school graduate or equivalent.
• Must be finger printed.
• Previous office experience preferred.
• Experience with scanning, duplication, faxing, and other office equipment required.
• Can understand and follow specific, detailed instructions.
• Able to communicate effectively with others and work with others as part of a team.
• Strong commitment to quality client service.
• Exceptional computer skills needed with advanced knowledge with Microsoft Office Programs. (General knowledge of PaperPort Software preferred.)
• Maintain confidential files.
• High level verbal and written communication skills.
• Excellent organizational skills and high level of attention to detail, accuracy and efficiency.
• A highly motivated self-starter with good interpersonal communication skills, time management and organizational skills a must.

Work Schedule

• Monday-Friday from 8AM – 5PM