Office Assistant
Company: PF Wealth Management Group, LLC
Location: Richmond
Posted on: May 5, 2024
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Job Description:
We're seeking a diligent office assistant to join our team and
provide administrative support. This is a part-time position that
offers flexibility. However, the successful candidate must be
willing to come into the office five days a week.
We are an established financial service office seeking a
self-starter to assume responsibilities that include client
service, correspondence, preparation for client meetings,
submission of new business, and various administrative
duties.--
You must be resourceful, have strong follow-through, and have
excellent oral and written communication skills. A positive
attitude to do whatever it takes to get the job done is essential
to being on the team and is also important within this small office
environment. Applicants should be extremely thorough and have some
background in customer service.
This position is for you if you enjoy a fast-paced office, diverse
responsibilities, and an opportunity to grow in your career.
Please include a cover letter with your resum-- today to be
considered. Please be advised that we will not consider resum--s
submitted without a cover letter or candidates living outside the
Bay Area.
Responsibilities:
--- Manage all paperwork in the office and create a process for
team members to follow to ensure efficiency
--- Inform team members regularly about the status of projects and
any setbacks or achievements
--- Oversee online and print marketing efforts
--- Improve skill sets through employee development programs
Qualifications:
--- Display excellent written, problem-solving, and verbal
communication skills
--- Shows ability to quickly finish very detailed work
--- Associate's degree preferred but not required to apply
--- Proficient in basic computer software and can quickly learn to
use new programs
--- Customer service experience in our industry is preferred
About Company:
We are a small boutique firm of CERTIFIED FINANCIAL PLANNER---
professionals that put "people first" when working with clients.
Our talented staff works hard to offer the best financial advice
and wealth management solutions tailored to clients' values and
goals.
Keywords: PF Wealth Management Group, LLC, San Bruno , Office Assistant, Administration, Clerical , Richmond, California
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here to apply!
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