Part Time Administrative Assistant

The person in this role will be handling tasks such as answering inbound calls, data entry and email correspondence. This is a contract opportunity that offers a long-term engagement.

• Handle inbound and outbound calls, addressing customer inquiries and concerns.
• Organize and maintain accurate customer records, ensuring data is updated and accessible.
• Utilize Microsoft Office Suite for data entry, email correspondence, and scheduling appointments.
• Collaborate with internal staff to manage paperwork related to financial transactions.
• Assist in organizing fundraising drives, including sending communications to employees and tracking incoming information and donations.
• Work on-site, with potential for occasional remote work as needed.
• Facilitate smooth operation of the office, contributing to a collaborative work environment.
• Support managerial staff, stepping in to fill gaps and ensure continuity in the office.
• Process customer credit applications with accuracy and efficiency.
• Monitor customer accounts and action as necessary. • Possession of strong customer service skills, including the ability to manage and respond to different customer situations with a strong sense of urgency.
• Proficiency in answering inbound calls and making outbound calls in a professional and courteous manner.
• Demonstrated ability to manage email correspondence effectively and efficiently.
• Proficiency in data entry with attention to detail and accuracy.
• Demonstrated ability to schedule appointments and manage calendars effectively.
• Proficiency in Microsoft Office Suite including Word, Excel, Outlook, and PowerPoint.
• Ability to work independently, prioritize tasks, and manage time effectively in a fast-paced environment.
• Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Experience or familiarity with the financial services industry will be advantageous.