Location: Anaheim,CA, USA
Office AssistantDo you enjoy utilizing organizational, customer focused skills, while handling the everyday occurrences in a successfully operating office? The Corban Group in Anaheim, 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:Bachelor's degree preferred2+ years of experience managing a busy officeIntermediate to advanced skills with MS Office SuiteCRM experience preferredThis position requires that you possess the following skills:Ability to prioritize projects and manage timeProvide outstanding customer serviceExcellent communication; both verbal and writtenGood-nature, positive attitudeSelf-directed initiativeA desire for continuous learningAbility to adhere to complex regulatory and compliance requirementsResponsibilities: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 mannerRecord notes from client conversations in an accurate manner into CRMComplete and process new client applications; accuracy being pertinentInput prospects and keep database/CRM program up to dateProcess transactionsEvent planningSchedule meetings and appointmentsVarious industry specific tasksSalary:$20 - $25/hr.Benefits:401(k) matchBonus and commission potentialFlexible scheduleHours:Monday – Friday, 9am-5pmAbout 2 evenings a month for seminars; flexible start time on the day ofPresented 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 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!