logo

JobNob

Your Career. Our Passion.

Office Assistant


PF Wealth Management Group, LLC


Location

Oakland, CA | United States


Job description

We're seeking a diligent office assistant to join our team and provide administrative support. This is a part-time position that offers flexibility. However, the successful candidate must be willing to come into the office five days a week. We are an established financial service office seeking a self-starter to assume responsibilities that include client service, correspondence, preparation for client meetings, submission of new business, and various administrative duties. You must be resourceful, have strong follow-through, and have excellent oral and written communication skills. A positive attitude to do whatever it takes to get the job done is essential to being on the team and is also important within this small office environment. Applicants should be extremely thorough and have some background in customer service. This position is for you if you enjoy a fast-paced office, diverse responsibilities, and an opportunity to grow in your career. Please include a cover letter with your resumé today to be considered. Please be advised that we will not consider resumés submitted without a cover letter or candidates living outside the Bay Area. Responsibilities:

Qualifications: About Company: We are a small boutique firm of CERTIFIED FINANCIAL PLANNER™ professionals that put "people first" when working with clients. Our talented staff works hard to offer the best financial advice and wealth management solutions tailored to clients' values and goals.


Job tags

Part time


Salary

All rights reserved