Full-Time Office Assistant Position (South Pasadena)
We are a multi-generational financial planning practice working with individuals and families in retirement or close to retirement. We devote our skills, expertise and resources to the needs of retirees, providing investment management, retirement and tax planning. We are small and intimate office located in South Pasadena with a view of the San Gabriel mountains.
We are seeking a reliable, highly organized, personable administrative assistant with excellent communication skills to join our team. This is a full-time, in-office position (not remote) that requires a professional demeanor with a good work ethic with a positive attitude and exceptional computer skills is a must.
In this role, you will collaborate with financial advisors, as well as clients, to foster relationships and promote the goals of the organization. Responsibilities range from general office duties, maintaining marketing strategies and managing educational events.
Duties and Responsibilities:
-Create/Update Marketing Campaigns
-Video and Photo Editing
-Plan and schedule appointments and events
-Greet and assist onsite guests
-Create Monthly Newsletters
-Holiday Greetings/Notices
-Attend Webinars
-Other additional duties as assigned
What you’ll need:
-At least two years of investment/insurance/financial office experience (preferred)
-Strong organizational, prioritization & interpersonal skills
-Excellent communications skills; both verbal and written
-Proficient computer skills
-Familiarity with Office Suite, scanning, and more
-Must pass background check
Hours for this position are 8:00 AM – 5:00 PM.
If you believe you’re a good fit and are excited about the opportunity, we invite you to apply.
1. Email your current resume.
2. Please submit a cover letter.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
401(k)
401(k) matching
Health insurance
Paid time off
Work Location: In person