Job description

Secretary

Public Retirement Solutions is an advisory company focused on helping people accomplish a financially secure retirement. We are looking for a strong communicator who can navigate software, analyze and organize client information, and boldly maintain customer confidence in our services. You will use your knowledge of Microsoft Office and your data entry skills to safeguard the financial future of our clients.

PRS, Inc. is a family of smart, hard-working professionals dedicated to protecting the investments and savings of Oregon State employees and local agencies and ensuring they experience the retirement they deserve. We are a fully integrated company that handles all aspects of retirement to include PERS, Insurance, Taxes, and Investments. Public Retirement Solutions, Inc. is a private company, not affiliated with PERS of any state.

The successful candidate will be expected to be self-motivated and detail oriented while infusing a customer satisfaction focus. As PRS, Inc. continues to expand, you will have the opportunity to grow with the company and increases your skill set as you learn the intricate details of the financial industry. The position comes with a starting hourly wage range of $13.00 - $15.00 along with paid sick time, vacation time, and retirement plan eligibility.

Key Responsibilities and Accountabilities

Under the direction of PRS leadership, you will:

• Greet clients and customers; answer and/or direct inquiries
• Maintain client confidence and protects operations by keeping information confidential
• Schedule and verify appointments
• Input information quickly and accurately into a computer database
• Balance routine duties with special assignments; set your work priorities accordingly
• Draft written communications, file documents, manage office supplies, light cleaning

Mandatory Qualifications

• Ability to pass a Financial Industry Background Check – to include fingerprints, criminal history, and a credit check
• Minimum of 1 year of experience in Microsoft Office and data entry
• High school diploma
• Strong verbal and written communication skills
• Attention to detail and excellent organizational skills
• Self-starter
• Team player
• Valid driver’s license

Preferred Qualifications

• College degree in a related field
• Previous professional office experience
• Knowledge of Social Security, Medicare, Insurance, Estate Planning, Taxes and/or Investments

Workplace Environment

• Office setting to include sitting and walking
• Prolonged periods of computer work
• Regular communication with management, staff, clients, and customers

Company Benefits

• Paid Sick leave: 40 hours
• Paid Vacation: 40 hours (1 week) after 1 year, 120 hours (3 weeks) after 5 years
• Retirement plan eligibility after 1 year
• Holiday pay eligible after 3 months

PRS, Inc is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability, sexual orientation or any other class protected by state or federal laws in admission or access to our programs, services, activities, hiring, and employment practices. Applicants with a disability may request a reasonable accommodation during the application process. For questions, concerns, or complaints regarding EEO/AA/ADA, contact the Oregon EEOC Officer at 1-503-947-1794.

Job Type: Full-time

Pay: From $13.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• Day shift
• No weekends

COVID-19 considerations:
Common surfaces sanitized regularly.

Application Question(s):

• Do you acknowledge that a financial industry background check, to include finger prints, credit check and a criminal history check, will need to be accomplished with this position?
• Typing speed: what is your average WPM?

Education:

• High school or equivalent (Required)

Experience:

• Microsoft Office: 3 years (Preferred)

Work Location: In person

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