Office Assistance

2 weeks ago


Santa Rosa, United States New York Life Full time
Job DescriptionJob Description

Position Overview:

We are seeking a motivated and reliable Part-Time Office Assistant to directly support two Financial Advisors in the New York Life Santa Rosa office. Brian Barrett and Thomas Casey are financial advisors under New York Life and Eagle Strategies LLC, a registered investment advisor. This role offers flexibility and the opportunity to work in a collaborative environment while providing essential administrative assistance. If you're looking for a rewarding part-time opportunity to contribute to our mission of helping clients achieve financial success, we want to hear from you

 

Location:

Santa Rosa, CA

In-Office only. Remote work may be added over time.

 

Job Responsibilities:

· Welcome clients and guests with a warm and professional demeanor.

· Manage incoming calls and emails, ensuring prompt and courteous responses.

· Maintain office supplies inventory and assist with ordering as needed.

· Coordinate client appointments and meetings, managing schedules efficiently.

· Assist with preparing client paperwork and documentation.

· Handle basic administrative tasks such as filing, scanning, and data entry.

· Provide support to advisors with client-related tasks and projects.

· Uphold confidentiality and compliance standards in handling sensitive information.

 

Qualifications:

· High school diploma or equivalent required; additional education or relevant experience preferred.

· Previous administrative experience, particularly in a financial services or professional office setting, is advantageous but not required.

· Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

· Previous experience with CRM systems and/or Salesforce is a plus.

· Strong communication skills, both verbal and written.

· Excellent organizational abilities and attention to detail.

· Ability to work independently and prioritize tasks effectively.

· Enthusiasm for learning and contributing to a collaborative team environment.

 

Compensation and Benefits:

· Pay Range: $23-28 per hour, depending on experience.

· 20-25 hours per week.

· Flexible part-time hours to accommodate your schedule.

· Opportunities for professional development and growth within the company, including ongoing paid training.

· A supportive and inclusive work environment where your contributions are valued.

· Potential for expanded responsibilities and increased hours based on performance and business needs.

 

How to Apply:

If you're seeking a fulfilling part-time role where you can make a meaningful impact and develop valuable skills in the financial services industry, we invite you to apply We look forward to reviewing your application and welcoming you to our team


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