Reception Administrative Assistant - Wealth Management Firm
Tomren Wealth Management Tomren Wealth Management San Ramon, CA San Ramon, CA Full-time Full-time $55,000 - $65,000 a year $55,000 - $65,000 a year 11 days ago 11 days ago 11 days ago About the Job A small, fast-growing financial planning firm is seeking an administrative assistant to represent us as the first point of contact.
The ideal candidate is bright, friendly, energetic, ethical, has high integrity, hard-working, proactive, and takes a challenge head-on.
Must be organized, possess strong attention to detail, work independently, solve problems, be comfortable on the phone, have a high emotional IQ, and overall, be a well-rounded, warm individual.
This position is vital in setting the practice's tone, ensuring clients and prospects have a positive experience, and maintaining our exceptional relationship-building culture.
Who We Are We are a service-oriented financial consulting firm providing services ranging from investments to insurance and retirement services.
We are passionate about our core values:
Kindness, Engagement, Positivity, Trustworthiness, and Results-Driven.
Our office culture is friendly and relaxed without sacrificing the quality of our results.
We value independence and maintain the highest professional standards as an independent financial firm.
Providing the best client experience begins with happy employees.
About You You have excellent attention to detail.
You have a professional demeanor and appearance.
You are passionately committed to serving and caring for other people.
You are a quick learner and enjoy learning/working with software and technology.
You can handle multiple projects simultaneously and operate successfully under deadlines.
You possess superb soft skills; collaborative, proactive, approachable, and strongly desire to learn and grow.
You are reliable and punctual, taking pride in owning your responsibilities and contributing to the team.
You are a professional with excellent written and verbal communication via phone, email, in-person, etc.
You have strong organizational, interpersonal, and communication skills and proofreading and editing abilities.
You can follow directions while knowing when to take and run with the ball.
Must be highly internet-savvy and proficient in MS Word, Excel, SalesForce, Outlook, and general computer skills.
You have 2
years of administrative experience.
In your role, you'll Maintain a welcoming and tidy office environment for clients, visitors, and team.
Answer and direct incoming calls Maintain office resources (space, furniture, supplies, office technology equipment) Assist the whole team with all office functions.
Responsible for regularly reviewing the calendar for multiple advisors' scheduled meetings, re-evaluating priorities, and modifying appointments as needed.
Closely monitor email and other communications to ensure all scheduling is coordinated, logistics confirmed, and appropriate parties are promptly kept up to date and informed.
Utilizing good judgment in managing calendar appointments and anticipating the needs of the advisory team, and will partner to prioritize and triage incoming, ongoing, ever-changing meeting requests.
Generate reports for advisor's meetings with clients and after-meeting letters.
Update contact management systems, such as SalesForce and Commonwealth CRM File and upload client statements, correspondence, agreements, etc.
Assist with client mailings, events, and workshops.
Make suggestions to systematize and improve office functions.
Sort and distribute mail, manage vendor relations, order and maintain office supplies, and manage sales material inventory.
General office tasks such as copying, scanning, sorting, and organization.
Serve as the safety coordinator (update evacuation plans, organize safety training, order equipment) and crisis event administrative representative, Candidates are tested for competency in software and office skills.
Our office is in San Ramon and provides a comfortable, professional work environment.
Monday through Friday, salary $55k to $65k depending on experience and qualifications; medical, dental, vision, and retirement plan available after 90 days probationary period.
Must submit to fingerprinting and pass a background check.
Room for advancement.
Please submit a resume and cover letter via email; resumes must have cover letters to be reviewed.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
The ideal candidate is bright, friendly, energetic, ethical, has high integrity, hard-working, proactive, and takes a challenge head-on.
Must be organized, possess strong attention to detail, work independently, solve problems, be comfortable on the phone, have a high emotional IQ, and overall, be a well-rounded, warm individual.
This position is vital in setting the practice's tone, ensuring clients and prospects have a positive experience, and maintaining our exceptional relationship-building culture.
Who We Are We are a service-oriented financial consulting firm providing services ranging from investments to insurance and retirement services.
We are passionate about our core values:
Kindness, Engagement, Positivity, Trustworthiness, and Results-Driven.
Our office culture is friendly and relaxed without sacrificing the quality of our results.
We value independence and maintain the highest professional standards as an independent financial firm.
Providing the best client experience begins with happy employees.
About You You have excellent attention to detail.
You have a professional demeanor and appearance.
You are passionately committed to serving and caring for other people.
You are a quick learner and enjoy learning/working with software and technology.
You can handle multiple projects simultaneously and operate successfully under deadlines.
You possess superb soft skills; collaborative, proactive, approachable, and strongly desire to learn and grow.
You are reliable and punctual, taking pride in owning your responsibilities and contributing to the team.
You are a professional with excellent written and verbal communication via phone, email, in-person, etc.
You have strong organizational, interpersonal, and communication skills and proofreading and editing abilities.
You can follow directions while knowing when to take and run with the ball.
Must be highly internet-savvy and proficient in MS Word, Excel, SalesForce, Outlook, and general computer skills.
You have 2
years of administrative experience.
In your role, you'll Maintain a welcoming and tidy office environment for clients, visitors, and team.
Answer and direct incoming calls Maintain office resources (space, furniture, supplies, office technology equipment) Assist the whole team with all office functions.
Responsible for regularly reviewing the calendar for multiple advisors' scheduled meetings, re-evaluating priorities, and modifying appointments as needed.
Closely monitor email and other communications to ensure all scheduling is coordinated, logistics confirmed, and appropriate parties are promptly kept up to date and informed.
Utilizing good judgment in managing calendar appointments and anticipating the needs of the advisory team, and will partner to prioritize and triage incoming, ongoing, ever-changing meeting requests.
Generate reports for advisor's meetings with clients and after-meeting letters.
Update contact management systems, such as SalesForce and Commonwealth CRM File and upload client statements, correspondence, agreements, etc.
Assist with client mailings, events, and workshops.
Make suggestions to systematize and improve office functions.
Sort and distribute mail, manage vendor relations, order and maintain office supplies, and manage sales material inventory.
General office tasks such as copying, scanning, sorting, and organization.
Serve as the safety coordinator (update evacuation plans, organize safety training, order equipment) and crisis event administrative representative, Candidates are tested for competency in software and office skills.
Our office is in San Ramon and provides a comfortable, professional work environment.
Monday through Friday, salary $55k to $65k depending on experience and qualifications; medical, dental, vision, and retirement plan available after 90 days probationary period.
Must submit to fingerprinting and pass a background check.
Room for advancement.
Please submit a resume and cover letter via email; resumes must have cover letters to be reviewed.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
