Opportunity Description
Welcome to Buck Financial Inc., We are seeking a detail-oriented and proactive Financial Services Administrative Assistant to support our growing team. This role combines administrative support with client outreach responsibilities, including outbound calling and appointment setting. The ideal candidate is organized, professional, and comfortable communicating with clients in a financial services environment.
Benefits
Hourly Base Salary + Commission
Flexible Schedule
Mon-Fri Schedule
Responsibilities
- Provide administrative support to financial representatives
- Conduct outbound calls to prospective and existing clients
- Schedule and confirm client appointments
- Maintain and update client records and databases
- Prepare documents, reports, and correspondence
- Assist with client onboarding and follow-up communications
- Manage calendars, emails, and office coordination tasks
- ...
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