Office Marketing and Administrative Assistant

Company Description

Hoss Retirement and Insurance Services, Inc. (DBA - Hoss Financial) designs customized financial plans to help clients achieve their income goals while managing risk. By aligning investment strategies, such as fixed income portfolios, hybrid annuities, and professional money management advisory accounts, the company helps secure and grow client assets. Dedicated to protecting what matters most, Hoss Financial focuses on creating tailored solutions for individuals and families. The company prioritizes attention to detail and personalized care in every financial plan.

Role Description

This part-time/full-time hybrid role as an Office Marketing and Administrative Assistant is based in Westlake Village, CA, with flexibility for some remote work. Responsibilities include managing daily administrative tasks, supporting marketing initiatives, organizing schedules, making outreach calls to prospective clients, maintaining communication with clients and team members, and assisting with sales-related support. The role will require collaboration, organization, attention to detail, and proactive contributions to help the office function efficiently and professionally.

Qualifications

• Proficiency in Administrative Assistance and exceptional Organization Skills
• Strong Communication skills, both written and verbal, with the ability to maintain professional relationships
• Proficiency in making outreach calls and scheduling appointments
• Experience or understanding of Marketing strategies and initiatives
• Familiarity with Sales processes and lead management
• Proficient in using office productivity tools and software such as CRM and Salesforce
• Strong attention to detail and ability to meet deadlines
• Ability to work independently and adapt to hybrid work settings
• Previous experience in finance or insurance industries is a plus

Equal Opportunity Employer

Please send resume to Sam@hossfinancial.com or Samhoss49@gmail.com