Immediate Opening
Financial planning office in need of a friendly sociable person to assist the owner and son with daily administrative tasks and office management.
A positive attitude, good communication skills and a willingness to learn is a must.
We are open to a flexible part-time schedule. For example, Mon-Fri, 8:30 am - 1:00 pm.
Great for a parent with kids, student or someone needing flexibility.
Also, opportunity to go to full time if agreeable to both parties Grow with the company
No weekends, nights or holidays.
If coming from west of Chino (Fullerton, Brea, Diamond Bar, etc.) this is a reverse commute.
Basic requirements needed:
Satisfactory computer knowledge: we utilize Microsoft Office tools.
Strong communication and rapport on the phone for inbound and outbound calls of clients, low volume of calls per day. We do no cold calling or selling.
Attention to detail: goal is to spoil our clients with service and care.
We have our own client management system; training will be provided.
Majority of our business is paperless, so minimal physical filing needed.
Dress Code:
Business Casual
Prior to hire you must be fingerprinted and pass a background check.
Please reply with your resume in PDF format and any other pertinent information.
Thank you.
