What are the responsibilities and job description for the Part Time Administrative / Personal Assistant position at EWL World Personal Assistant Services?
A Financial Services Company is seeking a reliable part-time Administrative/Personal Assistant to handle various administrative and clerical tasks. Responsibilities include supporting daily office operations and overseeing general administrative activities. This is an entry-level, in person, on site position in Newport Beach, CA!
Responsibilities
- Correspond with internal wholesalers
- General office duties
- Transcribing
- Annuity Order Entry
- Maintain and update filing system
- Client / Prospect management
- Answer and direct phone calls
- Prioritize incoming mail
- Organize and schedule appointments and seminars
- Order investment proposals
- Follow, update, and maintain office policies and procedures
- Order office supplies and research new deals and suppliers
Requirements
- Optimistic, enthusiastic nature
- Willingness to learn
- Represent our core values of humility, kindness, and empathy
- Emotional intelligence