Detail View

Executive Assistant

Coralville, IA

Job Information:

A leading retirement plan company provides comprehensive financial services to help business owners and individual clients pursue their retirement goals.  Located in Coralville, IA, our office offers a pleasant working atmosphere.  Our business environment encourages employees to excel and realize their full potential.  We currently have an opportunity for a permanent part time Executive Assistant position. Hourly rate will be negotiable and based on experience.
The Executive Assistant is an accountable, self-reliant and intelligent team member who is comfortable working as part of a team, but can work independently as well.

Responsibilities will include:
  • Provide prompt and courteous service to clients
  • Manage new client onboarding
  • Manage client relationship system
  • Coordinate appointments
  • Meeting preparation
  • Process new business and provide customer service on existing accounts
  • Manage marketing activities of firm
  • Administrative and other duties as assigned

Candidate must have the following qualifications:
  • Excellent computer skills, including extreme proficiency with Microsoft Office suite
  • Associates or Bachelors preferred
  • Excellent time management skills
  • Detail oriented self-starter
  • Excellent organizational and communication skills
  • Ability to work under pressure and consistently meet deadlines
  • Manage day-to-day activities, as well as special projects

If you are interested in this position, please submit your resume and cover letter to Bob@castlefinancialservicesinc.com.  

Applying for:

Executive Assistant

Confidential

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Posted 04/12/18

Job ID: 39875487