Job Description

Location: Infinity Wealth Counsel’s Loveland Office (In-Office)

Hours: 10-20 hours per week

Job Overview:

We are seeking a detail-oriented and organized Office Assistant to support our daily operations. The ideal candidate will have experience with Microsoft Word, Outlook, and Excel and will assist with administrative tasks such as sending client paperwork, scheduling meetings, and maintaining records. Discretion and confidentiality regarding client information are essential.

This could be an ideal opportunity for someone with administrative and computer skills who wants to get back into the workforce part time.

Key Responsibilities:

• Provide friendly and professional service to clients
• Prepare and send paperwork to clients
• Schedule and coordinate meetings
• Maintain organized records and files using CRM
• Assist with other administrative tasks as needed

Qualifications:

• Professionalism and confidentiality
• Proficiency in Microsoft Word, Outlook, and Excel
• Strong attention to detail and organizational skills
• Ability to manage multiple tasks efficiently
• Excellent communication and interpersonal skills

Preferred Skills:

• Prior experience in professional office setting (Financial/Legal/Accounting/Insurance)
• Knowledge of financial concepts/terminology

Pay:

• $20-$25 per hour based on experience

If you are a motivated individual with strong administrative skills, we would love to hear from you! To apply, please submit your resume and a brief cover letter to [email protected].

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