Job Details

Job Title: Office Associate - PCG
Location: Missoula, MT (onsite)
Duration: 12 + Months

Daily Responsibilities:
As an Office Associate you will be tasked with providing general office support. Duties to be performed may include faxing, word processing, mailings, photocopying, answering phones and other administrative duties.

• Answer incoming calls, greet visitors, and maintain office supplies including marketing and new account opening materials.
• Assist Financial Advisors (FA) and Client Associates (CA) with clerical/administrative assistance such as mass mailings or coordinate vendor/wholesaler events.
• Accurately record all checks, securities and/or coupons received from clients and ensure that they are credited to the proper accounts.
• Maintain a high level of confidentiality.

Must Have Skills:
Minimum of 1 year office or customer service experience (including internships, part-time positions)
Primary responsibilities include check processing, incoming and outgoing mail processing, answer incoming calls, greet visitors, assist internal employees, help with clerical special projects, maintain operational files, and follow company procedures.

"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."