Job description

The Administrative Assistant/ Office Manager will support Financial Advisor by building and maintaining client relationships through a variety of tasks including account opening, and relationship building.

*Please do not apply if you are not serious about this career opportunity.

We are looking for someone who is interested working in a long term relationship with our clients and advisors.

You should be current with mobile technology, Zoom, and office computer systems. Ability to handle multiple responsibilities in a professional environment is critical. Must excel at delivering outstanding client service. The ideal candidate will be an excellent communicator with strong organizational skills. Additionally, demonstrated ability to work as a team player as well as be a self motivated leader will be key.

Knowledge of Redtail CRM big bonus.

Knowledge of investment and insurance products is a bonus$.

Series 7 and CA insurance licenses extra bonus.

We are wiling to train for promotion, by specifically attaining industry licenses which will add additional salary growth.

Some ability to be flexible on hours. M-Thu 9-4:30, Friday 9-2.

Job starts at $17-25 hour depending of experience. Financial growth as job is mastered and industry license’s are earned.

Job Currently opens June 1st.

Job Type: Full-time

Pay: $17.00 - $25.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 4 hour shift
• 8 hour shift
• Monday to Friday
• No weekends

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Atascadero, CA 93422: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Must be able to pass a background check

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person

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