Job Description

We are looking for an Office Assistant to join our clients team near Richfield, Ohio. In this role, you will be responsible for a range of tasks, from processing client requests to managing office schedules. This position is a great fit for candidates who excel in administrative tasks and client communication.

Responsibilities:

• Handle incoming calls and direct them to the appropriate team members

• Coordinate meetings and manage the office calendar

• File and manage paperwork efficiently

• Learn and deal with regulated lending processes

• Set up and maintain client accounts

• Confidently interface with clients and process their requests

• Generate reports regularly and as required

• Assist with the execution of special projects occasionally

• Support the Advisory Team to ensure smooth operations

• Resolve general tech issues, such as wifi and minor computer problems.

• Possess strong skills in Administrative Office procedures and operations.

• Proven experience in Administrative Assistance, preferably in a dynamic environment.

• Excellent client communication skills, both verbal and written.

• Ability to manage multiple tasks and prioritize effectively.

• Familiarity with office management software, including Microsoft Office Suite.

• Strong organizational skills with a keen attention to detail.

• Proactive problem-solving skills and the ability to make decisions under pressure.

• Excellent time management skills, with the ability to meet deadlines.

If qualified, please apply today!

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