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SunStone Retirement Specialists is a financial services company devoted to providing retirement planning and investment management to retired and nearly retired clients. As a leader in the financial services industry we are looking for an energetic, conscientious and detail oriented individual.
JOB DESCRIPTION/RESPONSIBILITIES:
- answer and direct phone calls in a professional and friendly manner
- provide general administrative and clerical support including mailing, scanning, faxing and copying
- maintain electronic and hard copy filing system
- open, sort and distribute incoming correspondence
- schedule and coordinate client meetings
- prepare all files for client appointments
- assist in resolving any administrative problems
- prepare and modify documents including correspondence, reports, drafts, memos and emails
- maintain office supplies for department
RESPONSIBILITITES & REQUIREMENTS:
- ability to manage multiple tasks and achieve deadlines under pressure
- strong sense of urgency and problem solving skills
- excellent time management skills
- exceptional customer service skills, with our clients, back office team and product providers prepare all files for client appointments
- excellent time management skills, stress tolerant and independent
REQUIREMENTS/QUALIFICATIONS:
- proficient in MS Office suite, Email and Internet
- can handle sensitive information with the highest degree of integrity and confidentiality
- knowledge of office systems and procedures coupled with strong organizational skills