Sales Associate

Company Description PFS Investments is a dynamic financial services company recognized for its commitment to helping individuals and families achieve their financial goals. With a focus on education, guidance, and tailored financial solutions, PFS Investments is dedicated to empowering clients to take control of their financial future. The organization operates with a strong sense of integrity, professionalism, and a client-centered approach. Located in the heart of Silver, Spring, MD, PFS Investments ensures a collaborative and inclusive work environment that values diversity and growth. Role Description The Assistant will support day-to-day operations by performing administrative tasks, scheduling, data entry, and handling correspondence. The role involves collaborating with team members, supporting client relations, and contributing to the overall efficiency of the office by ensuring smooth workflow and prioritizing tasks as needed. Qualifications Strong organizational and time management skills with attention to detailProficiency in administrative tasks such as scheduling, data entry, and correspondenceExcellent written and verbal communication skillsProficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with general office softwareAbility to work collaboratively in a team-oriented environmentCustomer service orientation with a professional and friendly demeanorFlexibility and adaptability to multitask and prioritize daily workloadsPrevious administrative or assistant experience is a plus