Financial Administrative Assistant at Jobot

Santa Maria, CA 93455

About the Job

Advance your career in the financial services industry!

This Jobot Job is hosted by: Jennifer Whitworth
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $25 - $28 per hour

A bit about us:

A financial services firm, offering securities and advisory services.

Job Title: Financial Administrative Assistant
Compensation: $25-$28/hour
Location: Santa Maria, CA

Why join us?

Competitive pay
Career development

Job Details

We are seeking an Administrative Assistant to support a team of Financial Advisors and contribute to the success of a growing firm.

Responsibilities:

Answering phones.
Preparing documents.
Scheduling client meetings.
Reviewing portfolios.
Inputting information into database.
Other administrative tasks as needed.

Qualifications:

Previous experience in a similar role within the financial services industry.
Strong interpersonal and communication skills.
Detail-oriented with a commitment to compliance and ethical conduct.
Proactive attitude, self-motivated, and a team player.

If you are a motivated professional looking to advance your career in a dynamic financial services environment, we encourage you to apply!

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.