Office Assistant

We're seeking a diligent office assistant to join our team and provide administrative support. This is a part-time position that offers flexibility. However, the successful candidate must be willing to come into the office five days a week.

We are an established financial service office seeking a self-starter to assume responsibilities that include client service, correspondence, preparation for client meetings, submission of new business, and various administrative duties. 

You must be resourceful, have strong follow-through, and have excellent oral and written communication skills. A positive attitude to do whatever it takes to get the job done is essential to being on the team and is also important within this small office environment. Applicants should be extremely thorough and have some background in customer service.

This position is for you if you enjoy a fast-paced office, diverse responsibilities, and an opportunity to grow in your career.

Please include a cover letter with your resumé today to be considered. Please be advised that we will not consider resumés submitted without a cover letter or candidates living outside the Bay Area.

$18.50 - $25 hourly

• Manage all paperwork in the office and create a process for team members to follow to ensure efficiency
• Inform team members regularly about the status of projects and any setbacks or achievements
• Oversee online and print marketing efforts
• Improve skill sets through employee development programs

• Display excellent written, problem-solving, and verbal communication skills
• Shows ability to quickly finish very detailed work
• Associate's degree preferred but not required to apply
• Proficient in basic computer software and can quickly learn to use new programs
• Customer service experience in our industry is preferred

We are a small boutique firm of CERTIFIED FINANCIAL PLANNER™ professionals that put "people first" when working with clients. Our talented staff works hard to offer the best financial advice and wealth management solutions tailored to clients' values and goals.