Tax and Financial Service firm is looking for a part-time Administrative Assistant to firm owner. This is a boutique family run business providing five-star personalized services to their client family. Financial Services experience desired and a PLUS!
Candidate core responsibilities include:
Conducting account maintenance tasks
Preparing new account paperwork
Processing contributions and distributions
Preparing reports for client meetings
Responsible for maintaining compliance procedures
Working with our home office support team to resolve matters
Answering office telephones & making outbound calls to clients as needed
Scanning documents
Sending correspondence by mail, email or fax
Required skills:
Attention to detail
Strong organizational principals
Excellent verbal and written communication skills
Proficiency with Windows, Outlook, Excel, Word
Quick study on new concepts
Flexibility to do multiple different kinds of jobs especially during our busy season
Can-do attitude
We are requesting all candidates to include a cover letter with your resume or you may not be considered. We are requesting that your resume include employment history including hourly wage history.
Background check will be conducted upon hire.
You may be required to transfer any personal investment accounts to an approved Broker-Dealer within 30 days of hire.
Four six-hour days per week in person at our Sun Valley office. More hours are available throughout the year. More hours required in busy season (Jan – Apr)
Limited benefits available for part-time employment.
Work Location: In person, Sun Valley, CA.
