Job Description
Job Description
We are a professional Financial firm delivering a white glove experience to clients. Our goal at Lovelace and Hullum Financial Group is to work with multiple clients to set-up and manage their financial portfolio.
We are looking for helpful team player to manage clerical office work so the firm can focus and client asset growth and acquisition.
Our work environment includes:
Modern office setting
Growth opportunities
On-the-job training
We're seeking a detail-oriented and organized individual to join our team. The ideal candidate is well-versed in Excel spreadsheets, data entry, Microsoft word & possesses strong verbal and written communication skills, and is able to build rapport with clients.
Position Requires
Active Notary Public through employment (seal & stamp)
Schedule Meetings
Comfortable with Adobe, Microsoft Word, and Microsoft Excel
Manage time wisely
Answer Phone and Take messages
Working with Printer and fax machine
Task:
Monitor corporate email
Track progress of applications
Assist with client online integration
Respond to emails and voicemails
Manage office inventory
Update and Organize files
Update mail log
We offer a 4-day work week and potential annual bonus. After 6 months of employment you will earn 2 paid sick days &
When the Stock Market closes for honorary holidays the office will be closed.
Weekends off
Additional Holidays off
Paid Birthdays off after 6months of employment
Job Type: Part-time - 27 hours to 30 hours weekly depending on your election
Salary: $16.50 - $18.00 per hour
Benefits:
Flexible schedule, potential Annual bonus
Schedule:
We offer a 4-day work week and potential annual bonus. After 6 months of employment you will earn 2 paid sick days.
Office hours:
M-Thursday 9am - 4pm
Friday 9am - 3pm
Ability to commute:
Bingham Farms, MI 48025:
Experience:
Microsoft Excel: 2 years (Preferred)
Microsoft Powerpoint: 1 year (Preferred)
-
Active Notary Public through employment (seal & stamp)
-
Schedule Meetings
-
Comfortable with Adobe, Microsoft Word, and Microsoft Excel
-
Manage time wisely
-
Answer Phone and Take messages
-
Working with Printer and fax machine