What are the responsibilities and job description for the Office Assistant - Financial Firm - Temecula, 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? Our established planning firm Wolfgang Capital in Temecula, 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:
- 2 years of administrative office experience in a fast-paced environment
- Intermediate to advanced skills with MS Office Suite
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:
Client Service and Account Processing:
Client Service and Account Processing:
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 and Prospects data; accuracy being pertinent
- Input prospects and keep database/CRM program up to date
- Process transactions
- Set appointments with clients and assist the Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
- Various industry specific tasks
Hours
- M-F 8am-5pm
- Some evenings required for client events
Salary
- $40,000-$50,000
Benefits
- Medical insurance
- 401k with 5% company match
- PTO
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 : $40,000 - $50,000
