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Company | Hybrid Financial |
Address | , Fort Worth, 76107 |
Employment type | FULL_TIME |
Salary | Up to $100,000 a year |
Expires | 2023-10-11 |
Posted at | 8 months ago |
About Us
Hybrid Financial is a Leading Financial Services company in Texas
Criteria
Full-time
Duties
up to $100k per year depending upon experience
Benefits
Matching 401K
Life insurance and Aflac
Hybrid Financial is a Leading Financial Services company in Texas
Criteria
- Two years of experience as an administrative clerk or an appointment setter.
- Able to pass a background check
- Dependable and prompt.
- Computer skills a must.
- Can work with little or no supervision.
- Business attire a must.
- Two years of experience with Microsoft Word and Excel.
Full-time
Duties
- Follow-up with prospects from various leads
- Order letterhead, business cards, etc. when necessary
- Sign in guests for seminars
- Keep file drawers organized and neat
- Answer phones, route calls, take messages
- Take care of any special projects assigned
- Greet clients
- Pull files for the day
- Complete seminar preparations
- Organize any company meetings, events, parties, etc.
- Enter client data into CRM
- Send birthday, get well, thank you cards, etc. whenever necessary
- Schedule appointments & manage calendar
- Order necessary supplies for the office
up to $100k per year depending upon experience
Benefits
Matching 401K
Life insurance and Aflac
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