What are the responsibilities and job description for the Office Assistant position at EH Financial Group, Inc.?
EH Financial Group, Inc. is a small financial service company offering financial consultation, investment products, and outsourced tax preparation services. We are looking for a self-motivated, energetic, and customer oriented part-time office assistant. Potential to turn into a full time position. Hours are from 8:30AM - 3:00PM.
Job Responsibilities:
- Responsible for answering/screening incoming calls and disseminate information to responsible person.
- Respond to routine enquiries from clients and suppliers and investigates as required.
- Coordinate and schedule clients appointments on the manager's calendar.
- Greet and assist onsite guests.
- Scan and digitize documents for electronic filling in document management program.
- Data entry, process and disseminate new account paperwork to related organizations.
- Process incoming mail, FedEx, UPS, hand delivered items, distribute appropriately.
- Process outgoing mail, FedEx, UPS.
- Maintain safe, clean and efficient office environment and supplied inventory.
- Other duties as assigned.
Skills/Qualifications:
- High school or equivalent. This is an entry level position.
- Proficient computer skills, including experience using Microsoft Word, Excel and PowerPoint. Ability to learn and become proficient in the use of online CRM (Contact Relationship Management) program.
- Able to work with basic supervision, with initiative, and good judgment.
- Efficient and accurate with details.
- Sensitive, compassionate and positive; good relationship skills.
- Ability to handle confidential information with discretion.
- Team worker. The ability to work as part of a team.
*Background check and fingerprint verification is required upon employment.*''
Pay: $18.00 - $25.00 per hour
Benefits:
- Paid time off
Education:
- High school or equivalent (Preferred)
Experience:
- Microsoft Office: 1 year (Preferred)
- Customer Service: 1 year (Preferred)
Ability to Relocate:
- San Gabriel, CA 91775: Relocate before starting work (Required)
Work Location: In person
Salary : $18 - $25