Demo

Office Assistant/Personal Assistant

Maeder Wealth Group
Torrance, CA Full Time
POSTED ON 1/4/2025
AVAILABLE BEFORE 2/4/2025

Office Assistant

Are you dependable and highly detail-orientated with great interpersonal skills and a passion for client satisfaction? Office in Torrance is seeking an Administrative Office Assistant to ensure smooth day-to-day operations while providing superior customer service to the company clients. The ideal candidate will have at least 2 years of office administrative/customer service experience and be able to perform general tasks such as handling calls, calendar and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum requirements:

  • High School Diploma
  • Ability to work with all personality types
  • Exceptional phone skills
  • Experience working in a professional office
  • Proficient skills with MS Office Suite

This position requires that you possess the following skills:

  • Strong organizational skills and strong attention to detail
  • Proficient with filing, phone systems, faxing and scanners
  • Calendar management
  • Exceptional phone skills
  • Sincere and caring attitude
  • Ability to manage multiple priorities in a deadline driven environment
  • Willingness to learn how financial services/markets work
  • Provide outstanding client service

Responsibilities/Office Administration:

This position will assist in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

  • Answer phones & greet clients in a friendly, warm manner
  • Set client appointments
  • Record notes from client conversation in an accurate manner
  • Enter and maintain database of clients and prospects
  • Manage filing system
  • Maintain the office environment in immaculate and organized condition
  • Assist in organizing events, event supplies, and promotional material
  • Assist in the coordination of various vendor/client events
  • Develop and mail letters to clients for various purposes upon request
  • Send the following to clients, but not limited to: Appointment Reminders, Thank You notes, Birthday cards, gifts, invitations, etc.
  • Prioritize daily tasks to be proactive in time management
  • Assist with different tasks as needed

Job Types: Full-time, Part-time

Pay: $20.00 - $25.00 per hour

Benefits:

  • 401(k)
  • Health insurance
  • Retirement plan

Schedule:

  • Monday to Friday

Application Question(s):

  • Can you pass a background check (This is an industry requirement)?
  • Are you willing to travel to Torrance and Beverly Hills?

Education:

  • High school or equivalent (Preferred)

Experience:

  • Customer service: 2 years (Required)

Work Location: In person

Salary : $20 - $25

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Office Assistant/Personal Assistant?

Sign up to receive alerts about other jobs on the Office Assistant/Personal Assistant career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$42,423 - $53,300
Income Estimation: 
$49,359 - $62,131
Income Estimation: 
$40,950 - $50,639
Income Estimation: 
$60,136 - $81,141
Income Estimation: 
$77,456 - $102,587
Income Estimation: 
$45,079 - $58,782
Income Estimation: 
$55,482 - $73,306
Income Estimation: 
$71,445 - $107,750
Income Estimation: 
$39,522 - $50,798
Income Estimation: 
$45,079 - $58,782
Income Estimation: 
$71,445 - $107,750
Income Estimation: 
$54,253 - $71,534
Income Estimation: 
$68,545 - $91,432
Income Estimation: 
$60,136 - $81,141
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Office Assistant/Personal Assistant jobs in the Torrance, CA area that may be a better fit.

Physician Assistant - Family Medicine

Physician Assistant Solutions, Long Beach, CA

Personal Assistant

Redwood Family Care Network Careers, Bellflower, CA

AI Assistant is available now!

Feel free to start your new journey!