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Posted: Saturday, January 13, 2018 10:35 AM

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Administrative Support Position

Fast paced Financial Planning firm in Downtown Cleveland with a great entry level opportunity for someone with office experience!

General responsibilities

The responsibility of the is to serve as the primary contact for customers and policy owners and assist with work as needed.

Specific responsibilities include but will not be limited to:

    • Greet visitors and direct them appropriately
    • Answer, screen and record telephone call's
    • Maintain telephone system and agency directory
    • Process in coming and outgoing mail; deliver out going mail to Post Office
    • Maintain the reception area
    • Make copies, send and distribute faxes and maintain copy and fax machines
    • Maintain invent or/and order office supplies as needed
    • Answer basic policy owner/policy benefit questions
    • Act as administrative support for Financial representatives/staff as needed
    • Complete and/or assist with projects as assigned by the Office Manager/Director of Operations


      • Associates Degree or 2 years Office Experience
      • Strong Computer and Microsoft Office experience
      • Multi-line phone experience preferred
      • Customer service experience strongly preferred
      • Ability to handle detailed work with high degree of accuracy
      • Excellent interpersonal skills
      • Experience in problem solving
      • High level of organizational skills
      • Excellent written and oral communication skills

      Competitive Salary and full benefits package.

      Apply Online

      or contact us at

      • Location: Cleveland

      • Post ID: 57179752 cleveland is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018