Administrative Assistant - Financial Services (H)
By TalentLink Solutions At Reno, NV, United States
Prepare, organize, coordinate, and maintain all client paperwork, submitting within 24 hours; manage the transfer of assets
Participate in the development and presentation of client/prospect educational events
3+ years’ of administrative and client service experience; financial services experience a plus
Must have strong organizational and prioritization skills
Must be an above-average communicator with exceptional interpersonal skills
Problem-solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory procedures
Financial Assistant Jobs
By Huanuo Medical Devices Co., Ltd. At Manhattan, NY, United States
5. A technical secondary school degree or above in finance, holding an accounting qualification certificate.
1. Review financial documents, organize files, and manage invoices.
3. Control daily expenses and manage fixed assets.
1. Chinese is preferred, more than two years working experience as an accounting assistant,
4. Have good communication skills, adapt to teamwork, and be able to withstand greater pressure;
2. Assist in reviewing accounting vouchers, checking and adjusting accounts, and budget analysis.

Are you looking for an exciting opportunity to join a dynamic financial services team? We are looking for a motivated Office Assistant to join our team and help us provide exceptional customer service. You will have the chance to work with a variety of clients and help them manage their finances. If you are organized, detail-oriented, and have excellent communication skills, this could be the perfect job for you!

Financial Services Office Assistant Job Skills:

• Excellent customer service skills
• Proficiency in Microsoft Office Suite
• Knowledge of financial services products and services
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Excellent communication and interpersonal skills
• Attention to detail
• Ability to work in a fast-paced environment

What is Financial Services Office Assistant Job Qualifications?

• High school diploma or equivalent
• Previous experience in a financial services office or customer service role
• Knowledge of financial services products and services
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Excellent communication and interpersonal skills
• Attention to detail
• Ability to work in a fast-paced environment

What is Financial Services Office Assistant Job Knowledge?

• Knowledge of financial services products and services
• Knowledge of banking regulations and procedures
• Knowledge of customer service principles and practices
• Knowledge of office procedures and practices
• Knowledge of computer applications related to the job

What is Financial Services Office Assistant Job Experience?

• Previous experience in a financial services office or customer service role
• Experience in data entry and record keeping
• Experience in customer service
• Experience in using