What are the responsibilities and job description for the Administrative Assistant position at PrideStaff?
Administrative Assistant
Location: Westlake Village, CA
Salary: $23.00 - 25.00/hr (DOE)
Schedule: Mon-Fri 9:00 AM-2:00PM
This position organizes, coordinates, and maintains office files to meet regulatory requirements; assists with preparation of client presentations and reviews, which includes gathering updated information from an array of different investment and insurance company sources; prepares required documentation for investment purchases; responds to client requests; and supports general and administrative functions for the office, as needed.
CORE COMPETENCIES
Self-starter with ability to take initiative and work independently, within regulatory requirements.
Keen attention to detail, accuracy, thoroughness, and follow-through.
Excellent written and verbal communication skills.
Handle client needs with professionalism and in a timely-manner.
Strong organizational and time management skills with ability to multitask, prioritize daily responsibilities, answer phones, and respond to client inquiries in a timely manner, and/or determine if such inquiries must be handled by a Registered Representative. Must have working knowledge of MS Office with the emphasis on MS Excel.
REQUIRED EXPERIENCE AND EDUCATION
Prior experience in an office environment with administrative duties and a willingness to learn.
Experience in Financial Services, Banking, Investments, Insurance, or related Financial Industry is beneficial, but not required.
HOURS
20- 25 hours per week.
Hours are in office in order to handle daily administrative tasks, including answering phones, greeting clients and vendors, and interacting with Registered Representatives.
APPLY NOW
Salary : $23 - $25
