Job Details

ID #53713793
Estado California
Ciudad San luis obispo
Full-time
Salario USD TBD TBD
Fuente California
Showed 2025-03-25
Fecha 2025-03-25
Fecha tope 2025-05-24
Categoría Admin/oficina
Crear un currículum vítae
Aplica ya

Data Specialist - Financial Services

California, San luis obispo 00000 San luis obispo USA
Aplica ya

Our small financial planning firm is looking for a Data Specialist for in person work in San Luis Obispo. We create and maintain financial plans for high income clients preparing to retire. The candidate we are looking for has excellent writing skills, good at tracking projects, familiar using ChatGPT to create summaries, proven in their Excel skills, and adept with Microsoft Sharepoint. Life and Health insurance license is a plus.

The Data Specialists takes meeting notes, creates a ChatGPT summary, makes an action item list that is sent to the team, and writes a client email summary. They then track the action items through to the next meeting to make sure deadlines are met. This position also prepares applications, and opens financial accounts.

We are also interested in increasing our online presence in our social media accounts. In the past these have been simple Canva graphics, we are open to creating youtube tutorials also.

New graduates are welcome to apply. We have had business, English, and engineering majors do well at in our team.

Duties include:

Create and distribute meeting notes

Preparing asset summaries for clients

Creating accounts through Charles Schwab

Filling out applications for life insurance and annuities

Sourcing rates and enrolling clients in healthcare

Taking meeting notes, uploading files, tracking action items

Designing graphics for social media accounts

Answering the phone.

Required skills:

PASS A BACKGROUND CHECK

Previous experience with customer service

ChatGPT, Email, and Microsoft proficiency

Typing speed of 45 words per minute

Able to lift 30lbs from floor to high shelving

Comfortable sitting and typing for up to 8 hours a day

AA Degree or better

CA driver's license:

Full time: Monday - Thursday 8am - 4pm, Friday 8:30am -2:30pm

Benefits: Paid holidays, medical insurance after 90 days, PTO after 180 days

Hourly: $24+/DOE

This is a client facing position with typically 3-5 meetings per week. Business formal wear is required on meeting days.

Please apply with a cover letter and a resume to this listing.

Job Type: Full-time

Pay: From $24.00 per hour

Expected hours: 36 per week

Benefits:

Retirement Account matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Aplica ya Suscribir Reportar trabajo

Puestos de trabajo relacionados