What are the responsibilities and job description for the Administrative Assistant Financial position at Sutherland Campbell Tax & Financial?
Tax and Financial Service firm is looking for a full-time Administrative Assistant.Financial Services experience desired and a PLUS!Candidate core responsibilities include:• Conducting account maintenance tasks• Preparing new account paperwork• Processing contributions and distributions• Preparing reports for client meetings• Maintaining compliance procedures• Working with our home office support team to resolve matters• Answering office telephones and making outbound calls to clients as needed• Scanning documents• Sending correspondence by mail, email or faxRequired skills:• Attention to detail• Excellent verbal and written communication skills• Proficiency with Windows, Outlook, Excel, Word• Quick study on new concepts• Flexibility to do multiple different kinds of jobs especially during our busy season• Can-do attitudePay depends on experience.We are requesting all candidates to include a cover letter with your resume.We are looking for the right person to grow their skills and grow with company.Background check will be conducted upon hire.You may be required to transfer any personal investment accounts to an approved Broker-Dealer within 30 days of hire.Last two weeks in December we are closed.Work Location: In person, Sun Valley, CA.Company DescriptionWe are a professional financial management and advisory firm based in Sun Valley, California. Our business consists of nurturing relationships with people who desire wealth management for themselves, families or business.