Part Time Branch Office Administrator- - Sedro Wolley, WA
Washington, United States, Sedro Woolley
USD 45K-100K (estimate) Mid-level Part Time
Tasks
- Handle client inbound and outbound calls
- Maintain accurate client records
- Manage Correspondence
- Open and transfer accounts
- Prepare client meeting materials
- Process account transactions
- Provide client onboarding support
- Resolve client issues
- Respond to client inquiries
- Schedule client appointments
- Support marketing initiatives
- Update SOPs
Perks/Benefits
- Employee assistance program
- Flexible spending account
- Health savings account
- Medical and prescription drug coverage
- Paid sick leave
- Paid time off
- Retirement plan
- Voluntary benefits
Skills/Tech-stack
Account Management | Administrative support | Client Relationship Management | Client Service | Client relationship | Digital tool utilization | Microsoft Office | MoneyGuide | Relationship Management | Salesforce | Scheduling | Tool utilization
Education
N/A
Regions
Countries
States
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