Experienced Administrative Assistant - Financial Planning Firm
Vander Zwaag Financial, Inc.
Vander Zwaag Financial, Inc.
San Jose, CA San Jose, CA Part-time Part-time $25 - $35 an hour $25 - $35 an hour 16 hours ago 16 hours ago 16 hours ago We are a small Financial Planning office in San Jose and need a mid-level financial executive administrative assistant.
This position is part-time, Monday - Friday (5 hours a day).
9 am-2 pm, is a great fit for a stay-at-home parent.
To be successful in this role, you should be well-organized, have great time management skills, and be able to act without guidance.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the clients and owners.
Requirements - Highly Desired - Experience in any of the following industries - Financial Planning, Banking, or Insurance 2
Years in Administrative Assistant experience 5
Year f customer service Professional Appearance Common terminology around wealth management, retirement planning and banking or tax terms.
Excellent verbal and written communication skills Organization, detail-oriented Multi-tasking abilities Excellent MS Office knowledge and other web-based systems Proficient in all Microsoft products (i.
e.
.
mail merge, excel, outlook, work) We are a small Financial Planning office in San Jose and need a mid-level financial executive administrative assistant.
This position is part-time, Monday - Friday (5 hours a day).
9 am-2 pm, is a great fit for a stay-at-home parent.
To be successful in this role, you should be well-organized, have great time management skills, and be able to act without guidance.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the clients and owners.
Responsibilities Act as the point of contact among the owner, clients, and other external partners Managing CRM Manage information flow in a timely and accurate manner Manage calendars and set up meetings Work with the client database Format information for internal and external communication - memos, emails, presentations, reports Take minutes after meetings Screen and direct phone calls and distribute correspondence Organize and maintain the office filing system Familiarity with office gadgets and applications (e.
g.
printers, scanners) Discretion and confidentiality High School degree or better Job Type:
Part-time Pay:
$25.
00 - $35.
00 per hour Expected hours:
25 per week
Benefits:
Paid time off Retirement plan Schedule:
Monday to Friday Application Question(s):
Do you have any experience with the financial planning, Insurance or tax industry? Please explain.
Experience:
Administrative Assistant:
2 years (Preferred) Customer service:
5 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Vander Zwaag Financial, Inc.
San Jose, CA San Jose, CA Part-time Part-time $25 - $35 an hour $25 - $35 an hour 16 hours ago 16 hours ago 16 hours ago We are a small Financial Planning office in San Jose and need a mid-level financial executive administrative assistant.
This position is part-time, Monday - Friday (5 hours a day).
9 am-2 pm, is a great fit for a stay-at-home parent.
To be successful in this role, you should be well-organized, have great time management skills, and be able to act without guidance.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the clients and owners.
Requirements - Highly Desired - Experience in any of the following industries - Financial Planning, Banking, or Insurance 2
Years in Administrative Assistant experience 5
Year f customer service Professional Appearance Common terminology around wealth management, retirement planning and banking or tax terms.
Excellent verbal and written communication skills Organization, detail-oriented Multi-tasking abilities Excellent MS Office knowledge and other web-based systems Proficient in all Microsoft products (i.
e.
.
mail merge, excel, outlook, work) We are a small Financial Planning office in San Jose and need a mid-level financial executive administrative assistant.
This position is part-time, Monday - Friday (5 hours a day).
9 am-2 pm, is a great fit for a stay-at-home parent.
To be successful in this role, you should be well-organized, have great time management skills, and be able to act without guidance.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the clients and owners.
Responsibilities Act as the point of contact among the owner, clients, and other external partners Managing CRM Manage information flow in a timely and accurate manner Manage calendars and set up meetings Work with the client database Format information for internal and external communication - memos, emails, presentations, reports Take minutes after meetings Screen and direct phone calls and distribute correspondence Organize and maintain the office filing system Familiarity with office gadgets and applications (e.
g.
printers, scanners) Discretion and confidentiality High School degree or better Job Type:
Part-time Pay:
$25.
00 - $35.
00 per hour Expected hours:
25 per week
Benefits:
Paid time off Retirement plan Schedule:
Monday to Friday Application Question(s):
Do you have any experience with the financial planning, Insurance or tax industry? Please explain.
Experience:
Administrative Assistant:
2 years (Preferred) Customer service:
5 years (Preferred) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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