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in Campbell, CA
Office Assistant
•30 days ago
Hours | Full-time, Part-time |
---|---|
Location | CAMPBELL, CA CAMPBELL, California |
About this job
A Financial Management firm is experiencing explosive growth and is in need of a Chief Administrative Officer who will assume responsibility for maintaining and elevating the existing client care culture of the firm, as well as the day-to-day operations. Looking for a dynamic, energetic , highly polished ‘jack of all trades’. Looking for someone who is very professional, detail-obsessed; a go-getter and a self-starter. Financial Services industry experience a huge plus! Four-year degree required. Ideal candidates will have 3 to 5 years of operations and customer service experience. Direct-Hire position paying $45,000-$60,000 annually, depending on qualifications.
Job Duties:
- Assist clients with day-to-day needs and issues in a timely and accurate manner.
- Assist in development of tracking system to ensure best possible client experience and offer suggestions for improving client experience.
- Handle all day-to-day operations:
- Manage advisor’s email and assume responsibility for those in your expertise
- Assist in the development of processes and procedures
- Manage two summer interns
- As skills are developed, assist in long range business development and planning.
- Keep the company website up to date and fresh with direction from firm owner. Organize and manage company events