Located in Kalispell, MT
Pay: 20
Job Full Description
Administrative Assistant
Takeaway: This role is ideal for someone outgoing, detail‑oriented, highly organized, and confident working in a busy, fast‑changing financial services office.
Position Summary
The Administrative Assistant is a key operational support role for a local financial services firm. As the first point of contact for clients and visitors, this position ensures smooth daily operations and supports the Branch Manager/Wealth Advisors. The role requires professionalism, strong business knowledge, and the ability to manage sensitive information with accuracy and discretion.
Responsibilities
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Deliver exceptional customer service to clients and office visitors
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Support daily office operations, scheduling, and workflow coordination
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Prepare, edit, and organize documents using Microsoft Word, Excel, and Publisher
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Manage incoming calls, emails, and client inquiries
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Assist with business documentation and financial terminology
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Operate office equipment including computers, fax machines, scanners, and periodicals
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Maintain a clean and organized office environment
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Lift up to 25 lbs as needed
Required Skills & Qualifications
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Excellent organizational and time‑management skills
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Ability to multitask and meet tight deadlines
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Strong attention to detail
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Extremely computer‑proficient; Excel experience preferred
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Professional background with knowledge of business principles and financial terminology
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Office experience; team leadership experience a plus
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Outgoing, personable, and customer‑service oriented
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B.A. degree or Associate’s degree (or equivalent experience)
Schedule & Compensation
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Part‑time to start: 18–20 hours per week
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Potential to transition to full‑time
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Schedule: Four 9‑hour days per week
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No off‑site lunch breaks
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Pay rate: $20 per hour
Ideal Candidate Profile
Someone who thrives in a busy, ever‑changing environment, communicates professionally, and enjoys being the operational anchor of the office.
Kalispell, MT
1526
4 Sunset Plaza
Suite 101
Kalispell, MT 59901
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