Michigan Staffing

For consideration please send resume to vicky@aspen-search.us

Contract/Project (2-3 months)

Location: Southfield, MI

Hours: Monday – Friday 8am-5pm

Working at a Wealth Management Firm assisting with clerical and customer service tasks.  Ideal candidate for this position would have good communication and interpersonal skills, proficiency in MSO and knowledge of basic office equipment.

Responsibilities:

  • Take client calls regarding tax documents.
  • Downloading or printing tax documents to send to clients by:
    • Secure email
    • Secure fax
    • Mail
  • Document the delivery method used to send client’s tax forms
  • Email the adviser/assistant if the client mentions they need to speak with them
  • Assist with bulk mailings
  • Assist with general client calls

For consideration, please send resume to: Vicky@aspen-search.us

 

To apply for this job please visit aspen-search.us.

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