〒- 東京都 新宿区, ガイア株式会社

【職種名】

【新宿勤務|上場企業】専門知識を学びながら成長できるFPアシスタント職(営業事務)

仕事内容


ファイナンシャルアドバイザーを支えるアシスタント(営業事務)として、顧客対応や契約書類、データ管理などを担当いただきます。資産運用の専門知識を身につけながら、チームを支えるやりがいある仕事です。

【業務詳細】

(1) 顧客対応・営業サポート

  • 既存顧客からの電話・メール対応(問い合わせ一次対応)
  • 面談日程の調整、来客対応(受付)、オンライン面談準備
  • 面談資料・提案資料の作成補助
  • 顧客面談同席

(2) 契約・書類関連業務

  • 口座開設・契約関連書類の作成、チェック、管理
  • 各種申込書・変更届の受付、システム入力
  • 書類不備の確認および顧客・金融機関への連絡
  • 金融機関・証券会社・保険会社との事務連絡

(3) データ管理・レポート作成補助

  • 顧客情報・取引情報の管理(CRM等)
  • 運用実績データの入力・更新
  • レポート作成の補助(数値入力、体裁調整 等)

(4) コンプライアンス・業務管理サポート

  • 書類管理・保存ルールに沿った対応
  • 社内ルール・法令に基づく事務手続きの確認
  • 業務マニュアル整備やフロー改善のサポート

(5) その他庶務

  • 郵送物対応、備品管理
  • 会議・打合せ準備
  • チーム内の事務サポート全般

※営業や勧誘行為は行いません。

応募資格・条件


「募集職種の経験有無」

経験者のみ募集

「応募資格」

<必須条件>

  • 事業会社での一般事務または営業事務の経験
  • 基本的なPCスキル(Word/Excel/メール)

<歓迎条件>

  • 金融機関(証券・銀行・保険等)での事務経験
  • 顧客対応(電話・メール)業務の経験
  • 正確性を求められる書類業務の経験

<資格>

業務に際し、必要となる資格がいくつかあります。(証券外務員、生命保険一般課程他)

お持ちでない方は入社後に取得いただきます。

学歴


大学卒業以上

募集人数・募集背景


部門強化のための増員

勤務地


東京本店

東京都新宿区西新宿3-2-11 新宿三井ビルディング2号館10階

最寄り駅:JR 線/京王線/小田急線/都営新宿線/京王新線/「新宿駅」、都営大江戸線「都庁前駅」

  • 東京本社・新宿オフィス

※転勤なし

アクセス

  • 東京オフィス

JR 線/京王線/小田急線「新宿駅南口」(徒歩9分)

都営新宿線/京王新線/「新宿駅新都心口」(徒歩7分)

都営大江戸線「都庁前駅A4出口」(徒歩6分)

勤務時間


固定時間制

実働時間:1日あたり7時間30分

09:00 ~ 17:30

休憩1時間

給与


年収 円 ~ 円

月給 300000円 ~ 380000円

前職の経験、能力を考慮の上、当社給与規定により決定

※入社後は、毎年人事評価による昇給制度あり

試用期間あり

試用期間の長さ:3ヶ月

雇用形態、給与は本採用時と同じです。

休日休暇


完全週休2日制 完全週休2日制

  • 土曜日・日曜日・祝祭日
  • 夏季休暇
  • 年末年始休暇
  • 年次有給休暇
  • 慶弔休暇
  • 育児介護休暇
  • 裁判員特別休暇
  • リフレッシュ休暇
  • 年間休日120日以上

福利厚生


資格取得補助制度

研修(社内 社外 海外)他

  • 雇用保険
  • 労災保険
  • 厚生年金
  • 健康保険
  • 資格取得支援・手当てあり
  • 交通費支給あり
  • 時短勤務制度、時差出勤制度あり

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