Office Assistant

Do you enjoy utilizing organizational, customer focused skills, while handling the everyday occurrences in a successfully operating office? Our established planning firm Wolfgang Capital in Temecula, CA is looking for an Office Assistant to play a key role in running and coordinating the day-to-day operations in a fast-paced office. Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!

Minimum Requirements:

2+ years of administrative office experience in a fast-paced environment
Intermediate to advanced skills with MS Office Suite

This position requires that you possess the following skills:

Ability to prioritize projects and manage time
Provide outstanding customer service
Excellent communication; both verbal and written
Good-nature, positive attitude
Self-directed initiative
A desire for continuous learning
Ability to adhere to complex regulatory and compliance requirements

Responsibilities:

Client Service and Account Processing:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:

Answer phones and greet clients in a friendly, warm manner
Record notes from client conversations in an accurate manner into CRM
Complete and process new client and Prospects data; accuracy being pertinent
Input prospects and keep database/CRM program up to date
Process transactions
Set appointments with clients and assist the Advisor with calendar management
Pre-appointment preparation including compiling account summaries
Provide marketing support as needed including newsletters, blog, social, website, communications, events, etc.
Various industry specific tasks

Hours

M-F 8am-5pm
Some evenings required for client events

Salary

$40,000-$50,000

Benefits

Medical insurance
401k with 5% company match
PTO

Presented by Advisor Employee Services Thank you for your interest in the Office Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Wolfgang Capital LLC

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Wolfgang Capital LLC | Office Assistant | temecula, ca