What are the responsibilities and job description for the Office Assistant - Financial Firm - Anaheim, CA position at Advisor Employee Services?
Office Assistant
Do you enjoy utilizing organizational, customer focused skills, while handling the everyday occurrences in a successfully operating office? The Corban Group in Anaheim, CA is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office.
Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!
Minimum Requirements:
- Bachelor’s degree preferred
- 2 years of experience managing a busy office
- Intermediate to advanced skills with MS Office Suite
- CRM experience preferred
This position requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Provide outstanding customer service
- Excellent communication; both verbal and written
- Good-nature, positive attitude
- Self-directed initiative
- A desire for continuous learning
- Ability to adhere to complex regulatory and compliance requirements
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Answer phones and greet clients in a friendly, warm manner
- Record notes from client conversations in an accurate manner into CRM
- Complete and process new client applications; accuracy being pertinent
- Input prospects and keep database/CRM program up to date
- Process transactions
- Event planning
- Schedule meetings and appointments
- Various industry specific tasks
Salary:
- $20 - $25/hr.
Benefits:
- 401(k) match
- Bonus and commission potential
- Flexible schedule
Hours:
- Monday – Friday, 9am-5pm
- About 2 evenings a month for seminars; flexible start time on the day of
Presented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $20 - $25
