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Receptionist / Administrative Assistant
$61k-78k (estimate)
Full Time 5 Months Ago
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Dunham & Associates Investment Counsel, Inc. is Hiring a Receptionist / Administrative Assistant Near San Diego, CA

RECEPTIONIST / ADMINISTRATIVE ASSISTANT - FINANCIAL SERVICES

Dunham is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned, registered Broker/Dealer helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

As our full-time Receptionist, you will assist with the daily processes and procedures of the Administration department, including answering and routing phone calls while welcoming and greeting Company clients and visitors in a professional manner. You will also handle various short-term projects as needed. This is an onsite position.

Essential Functions:

  • Answer multiple phone lines, screen calls, and transfer as necessary;
  • Meet and welcome Company clients and visitors, answer questions, and direct them to the appropriate Dunham resource;
  • Sort mail for distribution and route faxes to designated individual or department;
  • Update Salesforce database with changes and/or new additions;
  • Print, fold, and stuff various form letters and other client-related correspondence;
  • Reconcile and match “house copy” trade confirmations with daily work received from Operations via Laserfiche, as needed;
  • Reconcile expense reports for sales and marketing staff;
  • Order office supplies as needed;
  • Coordinate food orders for breakfast and/or lunch meetings;
  • Prepare paperwork for Fed Ex, UPS, and other shipments;
  • Ensure that records destruction certificate is current and up-to-date.

Education Required:

High school graduation; Associates degree preferred

Requirements:

  • Must be available full-time from 8:00 am to 5:00 pm (1 hour lunch break);
  • 2-5 years of front office and administrative experience;
  • Proficiency in MS Office, including Word, Outlook, Excel and PowerPoint;
  • Experience working with Mitel multi-line phone system is preferred;
  • Experience in the finance industry is a plus;
  • Experience with Laserfiche and Salesforce a plus;

Special Skills Required:

  • Reliability and punctuality are essential;
  • Strong interpersonal skills with professional, friendly manner;
  • Excellent verbal and written communication skills;
  • Exceptional attention to detail;
  • Excellent organizational and prioritization skills;
  • Ability to work as part of a team;

Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Health & Welfare

Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac

Other Great Benefits!

401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

Job Summary

JOB TYPE

Full Time

SALARY

$61k-78k (estimate)

POST DATE

10/16/2022

EXPIRATION DATE

01/25/2023

WEBSITE

franceschiello.com

HEADQUARTERS

San Diego, CA

SIZE

<25

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The following is the career advancement route for Receptionist / Administrative Assistant positions, which can be used as a reference in future career path planning. As a Receptionist / Administrative Assistant, it can be promoted into senior positions as an Administrative Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Receptionist / Administrative Assistant. You can explore the career advancement for a Receptionist / Administrative Assistant below and select your interested title to get hiring information.