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Job # 2267
DT MPLS Firm seeks
FT Office Financial Assistant. Requires
a self-motivated, professionally savvy individual to be responsible for
client service support for a small office of six professionals.
Job
responsibilities include:
phone and in-person client contact, manage client mailings, prepare
client meeting materials, utilize trust system to initiate client
transactions, create excel spreadsheets, edit PowerPoint presentations,
manage office supplies, process business expense reimbursement, and help
plan client events.Requires
excellent organizational and prioritization skills, strong
problem-resolution aptitude, attention to detail and accuracy, strong
Microsoft Office skills, excellent oral and written communication,
strong math skills, Bachelor’s degree, preference for
finance /accounting degree, experience in the financial services
industry preferred.
$40-50K DOE.
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