Administrative Assistant - Part-Time

Van Hulzen Financial Advisors is seeking an administrative professional to join our team in our beautiful Town Center office in El Dorado Hills.  We are an independent Northern California-based wealth management firm and fiduciary, who prides itself on being meaningful partners in our clients’ lives and the communities around us. Our experienced team of advisors takes into account each client’s life goals balanced with their complete financial picture, providing comprehensive family and generational wealth advisory services including Investment Management, Financial Planning, Small Business Advisory, Estate and Tax Planning, and Insurance Solutions.  If you are seeking a new career opportunity with growth potential where you will have the opportunity to create close relationships with clients and play an integral role in safeguarding the things that matter most to our clients, then we look forward to meeting with you.  What Makes Our Team Unique? We treat our team like family and have assembled a wonderful group of professionals who know how to balance work and fun!  To us, culture is everything and we deliver a welcoming and comfortable environment for our staff and clients.  We place an emphasis on training so each new team member is positioned to be a success.  We work with each staff member to understand strengths and passions and chart a course for growth and development. Job Details : $21-24 per hour depending on experience with potential for bonuses Location :      El Dorado Hills, CA Schedule :    25- 30 Hours per week Generally Monday – Friday 9 : 00 AM to 3 : 00 PM with a 30-minute lunch break (potential for some flexibility) Some after-hours work may be infrequently requested for client events. Job Overview : The Receptionist / Administrative Assistant role is an integral part of the client experience.  Typically, this involves answering phones, responding to emails, executing client requests, and knowing who is best suited to answer client requests. Duties will also include office management tasks, as well as assisting in company events. The candidate who will excel in this role is someone who uses their warmth to connect authentically. They will build loyal long-term relationships with clients by ALWAYS being there to answer questions and showing their sincere willingness to help. This candidate is someone who naturally volunteers to help when something needs doing, who can learn new systems and processes quickly, and who feels a sense of accomplishment from completing a daily list of tasks. Position Requirements : Minimum of one year of administrative office experience. Microsoft Office expert and easily adaptable to new technology  Working knowledge of Client Relationship Management (CRM) software is a huge plus Highly proficient skills with a PC operating system with general knowledge of office hardware and software Strong attention to detail and ability to produce consistently error-free documents and transaction paperwork Outstanding communication skills both over the phone and via written communications A true team player with the ability to be a leader and a follower Clean criminal and regulatory record : able to pass a background check   Powered by JazzHR

Salary : $21 - $24