Job Details

Office Assistant

  2022-01-14     Summit Investment Group     11545 Los Osos Valley Rd Ste B1 San Luis Obispo     $28.00 hour  

Local Financial Advisor in San Luis Obispo is seeking a part-time office assistant with a warm personality who maintains a positive, friendly and professional demeanor with a goal of long-term employment.
Position Summary:
Part-time; Monday – Friday; 9am to 3pm (some flexibility); off on Wednesday
$28.00 per hour  
Required to pass FINRA fingerprinting & background check
PTO, Sick Time and Paid Market Holidays with Simple IRA plan
(note: no medical, dental or life insurance coverage provided)
General Duties to include:
Greet & assist clients in support of the Advisor
Answer, screen & route phone calls for Advisor
Order office supplies and maintain reception area
Maintain client records in CRM database (client relationship management)
Schedule appointments & maintain calendar
Open, screen & distribute incoming mail
Process new & existing client paperwork; assist with account openings, transfers & transactions
Prepare semi-monthly excel billing worksheet & assist in bill paying function
Research & prepare information for client meetings
Maintain compliance & confidentiality standards on all business & client related matters
Electronic deposits and other duties as assigned

5+ years of office/administrative & or financial industry experience
Working knowledge of MS Office Suite-Outlook, Word & Excel
Work knowledge of copying, faxing & scanning documents
Ability to learn broker/dealer CRM & in-house Calendaring software applications
Securities Licenses (SIE/Series 7 & Series 63); helpful, but not required
Ability to work independently & establish priorities
Highly organized & strong attention to detail
Excellent follow through & communication with Advisor and Clients
Excellent spelling, grammar, proofreading & math skills

To apply, please provide Cover Letter and Resume along with References as follows:
Email to:
Fax to: #805-549-9021
Hand-deliver: Summit Investment Group, 11545 Los Osos Valley Rd., Ste. B-1, SLO, CA 93405

Do not contact this company in solicitation of any product or service.

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