Jobs

    Administrative / Personal Assistant - Newport Beach, United States - Financial Services Company

    Financial Services Company
    Financial Services Company Newport Beach, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Financial Services Company looking for a responsible part-time Administrative / Personal Assistant to perform a variety of administrative and clerical task. Duties include assisting in daily office needs and managing the company's general administrative activities. This is an 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.

    This position is based in Newport Beach, CA You will be reporting to one of the best mentors you'll ever meet in your lifetime :) We are looking for someone who embodies humility, kindness, and empathy. The rest, we can teach. :) If you or someone you know is interested, please send me a message or email me at I'm more than happy to chat and answer any questions you may have

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