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Entry Level Administrative Assistant

DGL FINANCIAL SERVICES dba RAYMOND JAMES

Barberton, OH

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JOB DETAILS
SKILLS
Administrative Skills, Brokerage, Calendar Management, Communication Skills, Computer Skills, Dental Insurance, Establish Priorities, Fax Machines, Health Insurance, High School Diploma, Maintain Compliance, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Office Equipment, Order Supplies, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Printers, Regulatory Compliance, Reporting Skills, Telephone Skills, Time Management, Vision Plan, Writing Skills
LOCATION
Barberton, OH
POSTED
30+ days ago
Benefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Vision insurance

Benefits/Perks
  • Competitive Compensation
  • Paid Time Off
  • 401(k)
Job Summary
We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our final advisors, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. 


Responsibilities 
  • Answer incoming phone calls and route them to the appropriate person
  • Schedule appointments and maintain a calendar
  • Prepare, process and maintain brokerage forms, agreements, disclosures, and compliance documents, ensuring accuracy and adherence to regulatory standards
  • Maintain office supplies and order as needed
  • Generate online reports for client meetings
  • Maintain an organized filing system
Qualifications
  • High school diploma/GED required, Associate’s degree or administrative training is preferred
  • Previous experience as an Administrative Assistant or in a similar position
  • Familiarity with standard office equipment such as printers and fax machines
  • Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
  • Highly organized with excellent time management skills and the ability to prioritize projects

About the Company

D

DGL FINANCIAL SERVICES dba RAYMOND JAMES

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