Kinetic Agency

Review and process paperwork, maintain electronic filing systems, assist executive management with projects, and perform general clerical duties. | At least 1 year of customer service experience, professionalism, strong communication skills, advanced computer skills, and proficiency in Microsoft Office, Adobe, and Google Suite. | Join Our Growing Team! Are you ready to take the next step in your career with a firm that values both professionalism and people? Our financial services firm is expanding, and we’re looking for a motivated team player to grow with us. What We’re Looking For: • Reliable and detail-oriented with a positive, can-do attitude • Strong communication skills and a professional presence • Motivated to learn, contribute, and collaborate in a team setting Why Join Us: We pride ourselves on creating a welcoming, supportive environment where both our clients and our team members feel valued. This is an in-office role , perfect for someone who thrives in a collaborative, face-to-face setting. If you’re ready to bring your skills and energy to a firm that combines professionalism with a friendly atmosphere, we’d love to meet you! Duties & Responsibilities: • Review and process incoming paperwork to respective accounts • Maintain Electronic Filing Systems • Work closely with Executive Management to work on projects • Perform other general clerical duties as assigned • Dependable -- more reliable than spontaneous • People-oriented - enjoys interacting with people and working on group projects • Adaptable/flexible - enjoys doing work that requires frequent shifts in direction • Achievement-oriented - enjoys taking on challenges, even if they might fail • Autonomous/Independent - enjoys working with little direction Job Requirements: • Customer Service Experience (1 Year) • Professionalism is a must • Strong written and oral communication • Strong customer service experience including in-person, inbound and outbound phone calls • Advanced computer skills • Proficient in Microsoft Office (including Word and Excel), Adobe, and Google Suite Job Type: Full-time Pay: $20.00 - $23.00 per hour Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Vision insurance Work Location: In person