Assistant
17 hours ago
Company Description
At ProsperEdge Financial Services, we provide personalized strategies tailored to your unique goals, beyond just offering financial products. Our team of seasoned professionals brings years of expertise, ensuring that every decision you make is informed and aligned with your future aspirations. With a deep commitment to transparency and integrity, we build solutions that fit your life, whether you're planning for retirement, managing investments, or seeking long-term financial security. At every step, our focus is on delivering the guidance and support you need to make confident financial decisions.
Role Description
This is a full-time remote role for an Assistant. The Assistant will be responsible for managing administrative tasks, coordinating schedules, maintaining client records, and providing support to the financial advisory team. Day-to-day tasks include answering phone calls, responding to client inquiries, preparing documents, and assisting with client management. The Assistant will also be involved in organizing meetings, maintaining databases, and performing other ad hoc tasks as needed to support the team's efficiency and effectiveness.
Qualifications
- Strong organizational and time management skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
- Excellent written and verbal communication skills
- Attention to detail and accuracy in administrative tasks
- Ability to work independently and remotely
- Experience in the financial services industry is a plus
- High school diploma or equivalent; additional education or certification in office administration is a plus
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