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Office Assistant with Financial Services Experience
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | WESTLAKE VILLAGE, CA WESTLAKE VILLAGE, California |
About this job
Office Assistant
This is a temp-to-hire position
30-40 hours/week
Location: Westlake Village
Salary: $15.00 - 20.00/hour (depending on experience)
This busy Financial Agency is looking for a strong Assistant to work up to 40 hours per week. This function provides benefits upon permanent hiring. The ideal candidate has experience working in a Financial Advisor or Financial Services office and is well-versed in applications/paperwork related to Annuities, Money Management, and Life Insurance.
What makes you a great candidate:
- You are detail oriented and are able to work without permanent supervision. This is a small office and trust is a key element
- You have good penmanship; the company is known for their personal approach towards their clients and part of your job will be to handwrite "Thank You" cards.
- You have prior office skills; the job will also involve data entry, managing incoming calls and making outgoing calls to clients and financial partners.
- You are fluent in MS Office, Adobe Acrobat and Internet Explorer.
- You have some experience with databases; it's not mandatory but is a plus.
No financial license is needed, but experience is a must-have
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