Client Services Assistant
3.
5 Durham, NC Durham, NC Full-time Full-time $18.
50 - $21.
00 an hour $18.
50 - $21.
00 an hour Position:
Client Services Assistant COMPENSATION &
Benefits:
$18.
50- $21.
00 per hour depending on qualifications and experience Generous PTO package Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability 401K ORGANIZATION/BUSINESS Overview:
North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security.
We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
Responsibility Faith Integrity Growth Gratitude Service POSITION
Summary:
This role is your first opportunity to start your career growth within the North Star family and is essential to our client experience and requires excellent customer service, confidentiality, and exceptional time management.
As a Client Services Assistant, you will be a vital piece of the advisor's practice by completing the daily operations, including, but not limited to answering the phones, preparing for meetings, handling practice postal mail and email, utilizing computer systems and programs in support of client relations, and other administrative tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
Strong computer skills, Microsoft Office Suite experience preferred Excellent verbal and written communication skills Excellent customer service skills Maintains confidentiality of information Ability to coordinate multiple tasks and priorities High attention to detail High school diploma or GED This description covers the primary and principal duties of the job.
It is not intended to give all details or a step-by- step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND
Experience:
Good organizational and demonstrated problem solving skills a plus.
Knowledge of insurance/ financial services industry Life/Health licensing is a plus Created By Sources Last Updated Human Resources Manager OMAT January 2022 Job Type:
Full-time Pay:
$18.
50 - $21.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance Schedule:
8 hour shift Monday to Friday COVID-19 considerations:
We continue to monitor and follow CDC guidelines, as well as state and local policies.
Ability to commute/relocate:
Durham, NC 27713:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Administrative Assistant:
3 years (Preferred) Customer service:
3 years (Preferred) Work Location:
In person Strong computer skills, Microsoft Office Suite experience preferred Excellent verbal and written communication skills Excellent customer service skills Maintains confidentiality of information Ability to coordinate multiple tasks and priorities High attention to detail High school diploma or GED Good organizational and demonstrated problem solving skills a plus.
Knowledge of insurance/ financial services industry Life/Health licensing is a plus 401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance 8 hour shift Monday to Friday Durham, NC 27713:
Reliably commute or planning to relocate before starting work (Required) Administrative Assistant:
3 years (Preferred) Customer service:
3 years (Preferred).
Estimated Salary: $20 to $28 per hour based on qualifications.
5 Durham, NC Durham, NC Full-time Full-time $18.
50 - $21.
00 an hour $18.
50 - $21.
00 an hour Position:
Client Services Assistant COMPENSATION &
Benefits:
$18.
50- $21.
00 per hour depending on qualifications and experience Generous PTO package Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability 401K ORGANIZATION/BUSINESS Overview:
North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security.
We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
Responsibility Faith Integrity Growth Gratitude Service POSITION
Summary:
This role is your first opportunity to start your career growth within the North Star family and is essential to our client experience and requires excellent customer service, confidentiality, and exceptional time management.
As a Client Services Assistant, you will be a vital piece of the advisor's practice by completing the daily operations, including, but not limited to answering the phones, preparing for meetings, handling practice postal mail and email, utilizing computer systems and programs in support of client relations, and other administrative tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
Strong computer skills, Microsoft Office Suite experience preferred Excellent verbal and written communication skills Excellent customer service skills Maintains confidentiality of information Ability to coordinate multiple tasks and priorities High attention to detail High school diploma or GED This description covers the primary and principal duties of the job.
It is not intended to give all details or a step-by- step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND
Experience:
Good organizational and demonstrated problem solving skills a plus.
Knowledge of insurance/ financial services industry Life/Health licensing is a plus Created By Sources Last Updated Human Resources Manager OMAT January 2022 Job Type:
Full-time Pay:
$18.
50 - $21.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance Schedule:
8 hour shift Monday to Friday COVID-19 considerations:
We continue to monitor and follow CDC guidelines, as well as state and local policies.
Ability to commute/relocate:
Durham, NC 27713:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Administrative Assistant:
3 years (Preferred) Customer service:
3 years (Preferred) Work Location:
In person Strong computer skills, Microsoft Office Suite experience preferred Excellent verbal and written communication skills Excellent customer service skills Maintains confidentiality of information Ability to coordinate multiple tasks and priorities High attention to detail High school diploma or GED Good organizational and demonstrated problem solving skills a plus.
Knowledge of insurance/ financial services industry Life/Health licensing is a plus 401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance 8 hour shift Monday to Friday Durham, NC 27713:
Reliably commute or planning to relocate before starting work (Required) Administrative Assistant:
3 years (Preferred) Customer service:
3 years (Preferred).
Estimated Salary: $20 to $28 per hour based on qualifications.
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