Financial Planning & Tax Office Now Hiring - VisitWimberley.com

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Financial Planning & Tax Office Now Hiring

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Topic: Financial Planning & Tax Office Now Hiring

summit
Member

Posts: 1
From: Wimberley, TX 78676
Registered: Aug 2008

posted August 25, 2008 01:53 PM

This position is responsible for the organization and completion of administrative activities which support the daily functions of the office. Computer skills are a must.

Primary Duties

� Account paperwork for a variety of scenarios: new account, rollovers, etc..
� Perform daily administrative duties including: filing, copying, and faxing.
� Generating reports.
� Scheduling appointments; meeting/seminar/event planning and set-up.
� Answer, screen and direct phone calls.

Position Qualifications

� One or more year�s office experience preferred.
� Demonstrated telephone and customer relations skills.
� Proficient in Microsoft to include: Word and Excel; database management, and the Internet
� Demonstrated ability to handle multiple tasks and meet deadlines.
� Ability to maintain confidentiality with sensitive information.
� Knowledge of financial services industry helpful, but not required.

Competencies
� Ownership of results
� Initiative
� Teamwork and collaboration
� Communication
� Customer focus
� Interpersonal skills
� Planning/organizing

Please fax resume to 512-847-5259
Or email to summit@austin.rr.com
Along with salary requirement

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