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.
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 a majority of Microsoft Office tools.
Strong communication and rapport on the phone: 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.
