Career Opportunities : Cardinal Financial Advisers, LLC | Columbus, OH

Career Opportunities

Listed below are career opportunities available at our office:
 

Administrative Assistant

Our office is seeking an experienced, dependable, detail-oriented administrative professional. This employee will be responsible for a wide range of support with the primary objective of performing administrative tasks and office management duties.

Primary responsibilities will include (and may not be limited to):

  • Managing back office and administrative tasks.
  • Scheduling appointments with clients.
  • Maintaining client database and master calendar.
  • Answering phones and assisting clients with service requests.
  • Keeping agent licensing up to date.
  • Preparing client service correspondence.
  • Managing compliance regulations and following approval processes.

Candidates must possess the following:

  • Strong PC skills — above-average proficiency in MS Office Suite and other common applications.
  • Excellent customer service and organization skills.
  • Strong written and verbal communication skills.
  • Database and PC systems maintenance skills.
  • Ability to multi-task and handle revolving deadlines.
  • Willingness to become proficient with proprietary software programs

 

Equal Opportunity Employer M/F/D/V/SO

Number of Openings: 1