Office Services Assistant

Are you known for your organization skills? Do you take pride in your professionalism and ability to provide excellent customer service?

Our client, located in the Eastgate area of Cincinnati, is seeking a full time Office Services Assistant for their busy financial planning office. Committed to providing the highest quality services to its customers, our client provides financial planning assistance to help businesses and individuals identify and meet their personal and professional objectives when it comes to estate planning and wealth management.

The Office Services Assistant is responsible for managing incoming and outgoing mail, preparing and confirming appointments, maintaining client files, the management and upkeep of sales and marketing materials, procuring office supplies, overseeing the servicing of office equipment, answering phones, greeting visitors, and processing/tracking service documents.

The ideal candidate must be high energy with a professional demeanor, and have:

·        High school diploma or equivalent; an Associate degree is desirable.

·        1-2 years previous experience in a professional office environment; preferably in the financial services or insurance industry.

·        Intermediate experience with Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.

·        Excellent organizational and interpersonal skills, with the ability to multi-task. 

Our client offers a business casual work environment and provides a competitive salary and benefits package, including vacation and holiday pay.

If you meet our requirements, truly enjoy assisting in a busy office and are looking for a great new opportunity, please send your resume, with cover letter and salary requirements to LG-OSA@strategichrinc.com. Please no third party candidates or phone calls.