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1 Office Administrator Job in Yreka, CA

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Harkness Financial
Yreka, CA | Full Time
$18-23 (estimate)
1 Month Ago
Office Administrator
$18-23 (estimate)
Full Time 1 Month Ago
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Harkness Financial is Hiring an Office Administrator Near Yreka, CA

Office Administrator

Yreka, CA
$18 - $23 per hour Retirement and Medical Insurance Benefits Paid Time Off (DOE)
40 hours per week

Overview:
We are looking for a sharp, organized, reliable, motivated professional with superior attention to detail to join our team as an Office Administrator. This new team member will work in a team-oriented environment delivering a seamless and integrated approach to client service. Our ideal candidate will be passionate about client service and will use communications and relationship management skills to ensure an exceptional level of client satisfaction.

About Harkness Financial:
We are a financial planning and wealth management firm, located in Siskiyou County.

Duties:
-Understand and support Harkness Financial’s vision, mission, and strategy
-Prepare client and custodian paperwork
-Manage workflow of onboarding new clients
-Input accurate data into multiple systems (CRM, filing system, custodian sites, etc.)
-Research, follow-up, and resolve client inquiries through effective interaction with clients, account custodians, professional consultants, and other staff in a timely and professional manner
-Engage in teamwork and team building

Qualifications:
-Uncompromising ethical standards
-Associate degree or intent to complete the degree
-The aptitude to learn and understand the financial services industry
-Desire to further career in the financial services industry
-Demonstrated proficiency in Microsoft Word, Excel, and Outlook
-Ability to quickly master in-house financial planning portfolio management software
-Strong interpersonal, verbal and written communication skills to interact with colleagues and clients
-A highly collaborative work ethic for all aspects of client service
-Regularly interact with clients answering routine questions and service requests
-Maintain a “client-first” service focus
-Efficient in research, troubleshooting, task management, and follow up
-Ability to handle multiple tasks with attention to detail and accuracy
-High degree of initiative

If interested in pursuing a career as financial advisor, this position offers professional growth opportunities.

Call Geoff @ 530-842-6664

1201 S Main St, Yreka, CA 96097 | T (530) 842-6664 | www.harknessfinancial.com

The financial professionals of Pacific Private Wealth Services are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth

©
Financial Network , Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.

Job Type: Full-time

Pay: $18.00 - $23.00 per hour

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off
  • Professional development assistance

Schedule:

  • 8 hour shift

Ability to commute/relocate:

  • Yreka, CA 96097: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Microsoft Office: 2 years (Preferred)
  • Administrative experience: 1 year (Preferred)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$18-23 (estimate)

POST DATE

03/24/2023

EXPIRATION DATE

01/08/2024

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The job skills required for Office Administrator include Planning, Initiative, Written Communication, Attention to Detail, Microsoft Word, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be an Office Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Office Administrator. Select any job title you are interested in and start to search job requirements.

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

If you are interested in becoming an Office Administrator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Office Administrator for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Office Administrator job description and responsibilities

The office administrator will work closely with staff to provide administrative support and delegate tasks to members of the administrative team to facilitate efficient workflow.

01/16/2022: Santa Cruz, CA

Office administrators are responsible for administrative and organizational tasks, and they make sure that employees remain focused on assigned tasks.

02/16/2022: La Crosse, WI

Office Administrator ensures general management of the office, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning.

01/18/2022: Portland, ME

The Office Administrator is ensuring the security of office records/classified materials, equipment and office machines.

01/09/2022: Twin Falls, ID

The Office Administrator prepare, format and quality check documents such as reports, spreadsheets, fee proposal letters, memos, minutes, etc., using Microsoft Office applications.

02/20/2022: Provo, UT

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Office Administrator jobs

Office Administrator must possess adaptability to work under pressure.

12/28/2021: York, PA

Must be proficient with technology (Google Drive, MS Office, etc.).

02/26/2022: Newport News, VA

To become a Office Administrator he/she must have the ability to use a desktop computer and office suite software packages.

12/15/2021: Canton, OH

Proven experience as an office administrator, office assistant or relevant role.

01/20/2022: Charleston, WV

Excellent knowledge of MS Office and office management software (ERP etc.).

02/20/2022: Huntington, WV

Step 3: View the best colleges and universities for Office Administrator.

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