Vacancy expired!
Wealth Management and Financial Planning Office
in Concord, CA is seeking
Full Time Office Assistant and Office Manager
Established wealth management and financial planning office in Concord, CA is seeking to fill full-time Office Assistant and Office Manager roles ASAP. The positions are currently open. These are NOT temporary positions.
Schedule: The office is typically open 9am-5pm Monday through Friday. Assistant/Manager will work approx. 40 hours per week with flexibility in start/ending times.
Our office is located at 1855 Gateway Blvd, Concord, CA 94520.
Compensation is hourly plus bonus. Starting hourly rate ranges from $16.00/hr. - $27.00/hr., depending on experience. Bonuses (annual target 10%) are based on achievement of expected outcomes and also for achieving additional goals. The Assistant/Manager will also have access to zero cost professional financial and tax planning services and investments with no sales charges or management fees. Health benefits, 401(k) with match are also offered, and paid time off are also offered.
The applicant must:
have authorization to work in the United States
be fluent in English
pass a credit check (no bankruptcies in the last 10 years and no accounts currently in collection)
pass a criminal background check (no felonies in the last 10 years)
have reliable transportation
have a smartphone with texting capability
be highly proficient with Windows computers and Microsoft Office
be a fast learner, resourceful, able to work independently
be professional and courteous at all times
be good with numbers
be detail oriented
be an excellent “people person”
A manager applicant must have above requirements and also have relevant supervisory experience
Experience in, or familiarity with, taxes, investments, and retirement plans is preferred but not required. A college degree is preferred but not required.
To apply, the applicant must follow these three steps:
1. Email a resume (.pdf format) to: FinancialPlanningTeamCA@gmail.com
2. Email a cover letter (.pdf format) to: FinancialPlanningTeamCA@gmail.com
3. Call (925) 529-1977 (voicemail only) and leave a message that includes:
a. Your full name
b. A little about yourself
c. Why you feel you’d be a good fit for the position
The following is a general and partial description of duties. Training will be provided and is paid.
Assistant Duties
1. Schedule client reviews
2. Handle general client inquiries
3. Answer phones and emails
4. Make initial and follow up calls/emails to leads in order to schedule appointments
5. Maintain/update client data in online systems (CRM, etc)
6. Prepare/review paperwork
7. Periodic outreach to clients
8. Verify transactions
9. Coordinate educational and marketing events
10. Maintain files
11. Produce reports
12. Submit weekly/monthly logs
13. Process paperwork and verify completion
14. Resolve issues that cause delays in processing
15. Document/update policies and procedures for the office
16. Handle incoming and outgoing mail
17. Other duties as assigned
Office Manager Duties
In addition to ensuring that the above duties are completed correctly and efficiently, the Office Manager will:
1. Supervise administrative staff
2. Train and develop administrative staff
3. Provide management with staff reports and updates
4. Collaborate with management to increase the efficiency and effectiveness of operations
5. Other duties as assigned
Thank you for your interest. We are looking for the right person to join our work family!
Note:
Only applicants that have completed the three steps listed above will be considered. Not all applicants will receive a call back or an invitation to interview.
Vacancy expired!