Administrative Assistant / Customer Service

Boise, ID

Full Time

Mid Level

Job Overview:

Mountain West IRA is a small business in Boise, ID. We are professional, customer-centric, fast-paced and our goal is to perform impeccable administration and friendly, helpful customer service.

Our work environment includes:

Modern office setting (this is an in-office position)
On-the-job training
Growth opportunities

Mountain West IRA, a 20-year -old local company, doing business nationally, is offering this exciting opportunity for an administrative position in our Asset Maintenance Department. We are looking for an enthusiastic individual responsible for maintaining client assets by processing payments, depositing income, and depositing IRA contributions. This position requires an ability to work independently and be self-sufficient as well as to have excellent written and oral communication skills.

We are client service oriented and have developed years-long relationships with over 3,500 clients.

For someone who is professional, hardworking and proud to help others, this is an excellent opportunity for you! We will offer all the onsite training needed for you to succeed in this role.

For more information on who we are as a company, please visit https://mountainwestira.com.

Job Functions: (Position may include additional functions not listed)

File and scan all paperwork appropriately
Enter client transactions and fees in trust software for daily payment processing
Complete processing tasks for all deposit transactions
Create name & address records in trust accounting software
Support the process of outgoing checks by ensuring all have appropriate documentation and sufficient funds to pay
Cross-train as backup for all administrative positions
Answer and route calls to appropriate people

Experience:

- Proficiency in computerized systems and software applications
- Strong computer literacy with knowledge of MS Office (Word, Excel, Outlook)
- Experience in data entry with a high level of accuracy
- Customer service experience in an office setting
- Excellent organizational skills with attention to detail
- Familiarity with clerical duties and office procedures

Job Details:

Full-Time at 39 hours/week
$18.00/hour
Benefits:
- 401(k)
- Dental Insurance
- Health Insurance
- Vision Insurance
- Paid Time Off

This position offers the opportunity to work in a dynamic environment where your organizational skills will be valued. If you have a passion for administrative work and enjoy supporting a team, we encourage you to apply for this position.

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Administrative Assistant / Customer Service

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