Part-Time Financial Services Assistant
Location:28924 S Western Ave, Rancho Palos Verdes, California 90275
Posted Date: 01-10-2022
Description:
Join our mission to change our clients' lives by helping them achieve peace of mind and abundance around their finances by helping them become prudent and disciplined with their investments.
Financial Planner’s office is looking for an organized and motivated individual who is interested in a long-term opportunity helping an already successful financial planning practice. Individual must have exceptional personal communication skills characterized, most notably, by a friendly, outgoing personality. Be detail and service oriented, able to prioritize and manage multiple projects, and work in a sometimes demanding environment.
A background in financial services is not required but would be helpful to a job candidate. However, the right candidate must be willing to learn about the industry.
We’re a small office we can be flexible with you in terms of what hours and days you work.
In addition, the appropriate candidate will possess the following attributes:
- Strong verbal and written communication skills
- Cool and calm under pressure
- Proficient in technology platforms, including Microsoft Word and Excel, able to learn new technology systems
- Good listener
- Enjoys working with the public or alone
- Independent and self-motivated
- Problem solver, ability to anticipate and understand future steps necessary to accomplish tasks
- Enthusiastic
- Flexible
- Excellent organizational skills and great attention to detail
- Self-confident and feel comfortable talking with middle-class to wealthy individuals.
- Professionalism
Work responsibilities will include the following:
- Manage incoming calls
- Make outgoing calls to clients to book appointments, set up meetings, to clients and prospects to invite to seminars and workshops, to centers of influence such as CPAs and Attorneys, etc.
- Build relationships with clients
- Organize and plan workshops, seminars and events (not give them, but set them up, ensure attendance, follow-up with attendees)
- Organize, manage and execute written campaigns via letter and email
- Complete and process a variety of detailed forms
- Enter notes, tasks and other data into our contact management system
- Greeting clients, ensuring the office is set up and clean for client meetings
- Look for opportunities to go above and beyond to appreciate clients
Additionally, since we are a small office, everyone is expected to step in to fill roles as needed. This might include operational tasks such as ordering supplies, vaccumming or cleaning a smudge on the wall.
Competitive compensation, based on experience.
Regulations require a background check and fingerprinting.
Job Type: Part-time
Pay: $18.00 - $22.00 per hour
Benefits:
- Flexible schedule
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Required)
Experience:
- Office: 1 year (Preferred)
Work Location: One location