Receptionist / Administrative Assistant - San Diego, United States - Dunham & Associates Investment Counsel, Inc.

Dunham & Associates Investment Counsel, Inc.

Verified Company

San Diego, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

RECEPTIONIST / ADMINISTRATIVE ASSISTANT - FINANCIAL SERVICES
Dunham is a thought leader in the financial services industry.

The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth.

Since 1985, Dunham has grown to become a multi-billion dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.

Dunham is an independently owned, registered Broker/Dealer helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.

As our full-time Receptionist, you will assist with the daily processes and procedures of the Administration department, including answering and routing phone calls while welcoming and greeting Company clients and visitors in a professional manner.

You will also handle various short-term projects as needed.

This is not a remote or hybrid opportunity, the position requires San Diego local residency and in-office work from 8 to 5.

We are not able to sponsor visas at this time.

Essential Functions:

Answer multiple phone lines, screen calls, and transfer as necessary;
Meet and welcome Company clients and visitors, answer questions, and direct them to the appropriate Dunham resource;
Sort mail for distribution and route faxes to designated individual or department;
Update Salesforce database with changes and/or new additions;
Print, fold, and stuff various form letters and other clientrelated correspondence;
Reconcile expense reports for sales and marketing staff;
Order office supplies as needed;
Coordinate food orders for breakfast and/or lunch meetings;
Prepare paperwork for Fed Ex, UPS, and other shipments;
Ensure that records destruction certificate is current and uptodate.
Other duties as assigned.

Education Required:

High school graduation; Associates degree preferred

Requirements:

-
Must be available full-time from 8:00 am to 5:00 pm (1 hour lunch break);

25 years of front office and administrative experience;
Proficiency in MS Office, including Word, Outlook, Excel and PowerPoint;
Experience working with Mitel multiline phone system is preferred;
Experience in the finance industry is a plus;
Experience with Laserfiche and Salesforce a plus;

Special Skills Required:

Reliability and punctuality are essential;
Strong interpersonal skills with professional, friendly manner;
Excellent verbal and written communication skills;
Exceptional attention to detail;
Excellent organizational and prioritization skills;
Ability to work as part of a team;

Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.

Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Long-Term Care Insurance (company paid)
Flexible Spending Plans (Medical and Dependent Care)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac

Other Great Benefits
401(k) Plan with generous company match
Employee Stock Purchase Plan
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

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