Financial Services Admin Assistant Job Opening in Berkshire County

Direct Hire – Part Time

Schedule: Mon – Fri 15 Hours Weekly, Flexible Schedule

Salary: $18-$20/HR

TEC Staffing Services is recruiting for an independent financial planning practice. The practice is woman-owned with two financial advisors, the Admin Assistant will support both financial advisors as the practice is growing fast. 

Responsibilities:

• Data entry of client records, updating digitally and paper files (copies, scanning, general organization of client data)
• Administrative support for business transactions, service, and compliance
• Assist with scheduling & meeting preparation
• Assist with communications and marketing support (mail, email, events, and webinar promotion)

Requirements:

• Ability to travel between two Pittsfield Office locations
• Skilled in MS Office
• Comfortable using other computer applications and software ( Zoom, Docusign, etc. . . 
• Must be tech savvy and comfortable using a computer
• Must be respectful, professional, & well rounded
• Value & respect culture & diversity
• Must be trustworthy
• Must be able to pass a background check & finger printing check