Financial Administrative Assistant

Advance your career in the financial services industry.

This Jobot Job is hosted by: Jennifer Whitworth
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $25 - $28 per hour

A bit about us:

A financial services firm, offering securities and advisory services.

Job Title: Financial Administrative Assistant
Compensation: $25-$28/hour
Location: Santa Maria, CA

Why join us?

• Competitive pay
• Career development

Job Details

We are seeking an Administrative Assistant to support a team of Financial Advisors and contribute to the success of a growing firm.

Responsibilities:

• Answering phones.
• Preparing documents.
• Scheduling client meetings.
• Reviewing portfolios.
• Inputting information into database.
• Other administrative tasks as needed.

Qualifications:

• Previous experience in a similar role within the financial services industry.
• Strong interpersonal and communication skills.
• Detail-oriented with a commitment to compliance and ethical conduct.
• Proactive attitude, self-motivated, and a team player.

If you are a motivated professional looking to advance your career in a dynamic financial services environment, we encourage you to apply.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.