![GreenLine Financial Solutions Ltd](https://media.trabajo.org/img/noimg.jpg)
Office Assistant
3 weeks ago
GreenLine Financial Solutions Ltd is known for providing quality advice in clients financial matters. We are looking for 5 (five) office assistants in a full-time permanent position with minimum of 30 hours per week. The position is based in Auckland region but you may have to travel out of Auckland if required to attend seminars or meetings or meet clients
What is in it for you'
- $28-$32 per hour (based on education and experience)
- Minimum 30 hours per week
- Monday to Sunday (9.00 am-6.00 pm)
You will be responsible for providing operational and admin support. You will liaise with clients and other stakeholders, providing admin and operation support. Exceptional customer service and expert assistance are what this role is all about.
- Supporting clients with their quarries
- Arranging appointments for the Financial Adviser
- Data entry into Microsoft Office and other relevant software
- Filing of documents
- Complete weekly reports and attend any meetings.
- To be a positive, willing, and agile member of the team
- Writing meeting minutes and update
- Maintaining and updating incident reporting
- Handling complaints or any major incidents appropriately.
- Managing, maintaining, and protecting the companys information database in both paper & electronic form.
- Assis FA with all the required paperwork
- Track commission payments
- Any other duties as required including duties of receptionise
**Qualification**
- Level 1/10 or equivalent qualification
**Skills & experience required**:
- Ideally have experience in a similar role
- Have phone-based customer service experience.
- Knowledge of Microsoft office
- Can do attitude and willingness to go above and beyond for clients.
- Ability to think on your feet to solve problems.
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