Client Services Assistant

CLIENT SERVICES ASSISTANT

 

Description: Barney Financial Services is a busy financial planning office with clients across the country. We are committed to helping our clients use their God-given resources in the very best way possible. Our team has a combined total of over 60 years in the financial services industry. We take pride in our comprehensive & personalized approach to financial planning. As our administrative assistant, you will have the opportunity to work closely with our team to help implement our financial planning process for clients.

 

Responsibilities include:

  • Customer service
  • Administrative tasks
  • Paperwork preparation and processing
  • Data entry

 

Position Start Date and Details: May 2022; 40 hours/week, M-F 8am-5pm.

 

Requirements and Skills: High school diploma or equivalent; prefer office administrative assistant experience. Must be proficient in Microsoft Office applications, possess strong communication skills, attention to detail, and have a willingness & desire to learn.

 

Wage and Benefits: $15-$20/hour, commensurate with experience and education with potential for raises based on performance and tenure. 7 paid holidays, 1 week paid vacation, 1 week paid sick leave, option to participate in employer-sponsored retirement plan with matching contributions, and potential for bonus pay. Opportunities for advancement.

 

Application Deadline: April 18, 2022

 

 

To apply, please submit resumé and cover letter by email to:

 

                Emily Jameson, CFP®

                Barney Financial Services

                308.237.9167

                ejameson@barneyfinancial.net