Financial Administrative Assistant – Lebanon

Financial Administrative Assistant – Lebanon

Speciality: Accounting & Finance, Administrative & Office Support

Location: Lebanon, NH, USA

Type: Full Time

Posted: 09-22-2020

Job Description

Leddy Group

Financial Administrative Assistant – Lebanon

At Leddy Group, we are the workforce experts providing work opportunities to individuals across all industries. Every year, we serve almost 500 companies and find close to 400 careers for individuals in your local community! Currently, we are assisting a client in Lebanon, NH in their search for a Financial Administrative Assistant! This is a full-time opportunity working Monday – Friday from 8:00am – 5:00pm.

Key tasks and duties of the Financial Administrative Assistant:

  • Greet visitors.
  • Answer phones; screening and/or selectively referring callers.
  • Manage financial advisor’s calendar including scheduling client appointments.
  • Organize and send out marketing letters, e-mails, postcards.
  • Support clients by providing services in acco.unt management and technical support
  • Maintain client databases and compile information to prepare reports using appropriate software.
  • Process paperwork including applications a.nd handle customer service issues.
  • Manage electronic and paper files
  • Process tax documents and manage the tax preparation procedure.
  • Maintain website.
  • Perform special projects as requested.

This job could be for you if:

  • You are reliable and timely.
  • You enjoy detail-oriented tasks.
  • You thrive in a fast-paced environment.
  • You are a self-starter who can work independently.

Apply to our Financial Administrative Assistant role:

Please email your resume to lebanon@leddygroup.com, call us (603) 727-0102, or apply online at www.leddygroup.com

Why work with Leddy Group?

Since opening in 1994, Leddy Group has established itself as one of Northern New England’s highest quality staffing services! Let us per our expertise to work in finding YOU the right opportunity. At Leddy Group we combine a consistency of values and traits with a singular standard for quality and best practices. We hold each other accountable to those standards, measure success by the quality of our outcomes, and establish goals based on continuous improvement metrics. This is the compass which leads us to put the right people in the right places. Methodology and process to assess skills and experience. Focusing on fit, company, and culture. The success of our team is based on the success of our outcomes and your satisfaction. Period. Do what you love… love what you do. Put people first… always.