Receptionist - Financial Firm - Escondido, Ca
2 weeks ago
**Receptionist**
Advance your career and truly make a difference. We have an existing opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.
**Minimum Requirements**:
- HS Diploma
- Some experience in working in a professional office and fast-paced environment
- Proficient skills with MS Office Suite
- Comfortable and familiar with CRM platforms
- Industry experience preferred, but not required
**Position Overview**:
The primary responsibility of this position is to provide support for the team by organizing and ensuring smooth operations within the office. Always putting clients first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships.
**Key Responsibilities**:
- Answer phones and greet clients in a friendly, warm manner
- Ensure vendor supplies are stocked for client meetings
- Maintain the office environment in an immaculate and organized condition
- Input prospects into database
- Develop and mail letters to clients for various purposes upon request
- Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
- Set, reschedule and confirm appointments
- Run errands as needed
- Keep CRM updated with client interaction
- Attend seminars/workshops and follow up with the prospects from the seminars
- Work independently and proactively to meet personal and business goals
- Assist Advisors with follow up on Marketing Leads
- General back up support for all other positions consisting of varied tasks as needed
**Salary Base**:
Starting at $22/hr.
**Benefits**
Health
Dental
401(K)
-
Receptionist
1 week ago
Oceanside, United States Safeguard Investment Advisory Group LLC Full timeReceptionistAdvance your career and truly make a difference. We have an existing opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.Our Retirement Planning firm, Safeguard Investment Advisory Group in Escondido, CA area is seeking a...
-
Receptionist
2 weeks ago
Oceanside, United States Safeguard Investment Advisory Group, LLC Full timeReceptionist Advance your career and truly make a difference. We have an existing opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company. Our Retirement Planning firm, Safeguard Investment Advisory Group in Escondido, CA area is seeking...
-
Receptionist
3 weeks ago
Oceanside, United States First Command Financial Services Full timeFirst Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our team, we are seeking talented individuals who have an internal drive, a passion for the military and a desire for professional growth. Position Overview The Receptionist supports the First Command District Advisor,...
-
Experienced Caregivers Needed
4 weeks ago
Oceanside, United States Visiting Angels Full timeExperienced caregivers needed for Oceanside, Vista, Fallbrook, Escondido areas **Job Types**: Full-time, Part-time Pay: $18.50 - $21.00 per hour Expected hours: 4 - 20 per week **Benefits**: - Flexible schedule - Mileage reimbursement - Paid training - Referral program Schedule: - Evening shift - Every weekend - Morning shift - Weekends only Ability...
-
Compliance Officer
3 weeks ago
Oceanside, United States Talentry LLC Full timeJob Description Compliance Officer Onsite Work in Oceanside / Escondido, CA (San Diego metro) 180-200k total comp. Talentry is looking for a Compliance Officer to ensure our HIPAA, accreditation (URAC, VIPPS, ACHC, etc.), and statutory compliance. The right person will develop and revise policies and procedures, develop reports, and train personnel on...
-
Compliance Officer
1 week ago
Oceanside, United States Talentry Full timeJob DescriptionJob DescriptionCompliance OfficerOnsite Work in Oceanside / Escondido, CA (San Diego metro)180-200k total comp.Talentry is looking for a Compliance Officer to ensure our HIPAA, accreditation (URAC, VIPPS, ACHC, etc.), and statutory compliance. The right person will develop and revise policies and procedures, develop reports, and train...
-
Compliance Officer
3 weeks ago
Oceanside, United States Talentry Full timeJob DescriptionJob DescriptionCompliance OfficerOnsite Work in Oceanside / Escondido, CA (San Diego metro)180-200k total comp.Talentry is looking for a Compliance Officer to ensure our HIPAA, accreditation (URAC, VIPPS, ACHC, etc.), and statutory compliance. The right person will develop and revise policies and procedures, develop reports, and train...
-
Compliance Officer
3 weeks ago
Oceanside, United States Talentry Full timeCompliance OfficerOnsite Work in Oceanside / Escondido, CA (San Diego metro)180-200k total comp. Talentry is looking for a Compliance Officer to ensure our HIPAA, accreditation (URAC, VIPPS, ACHC, etc.), and statutory compliance. The right person will develop and revise policies and procedures, develop reports, and train personnel on compliance company...
-
Office Specialist II
1 week ago
Oceanside, United States The City of Oceanside CA Full timeThe Office Specialist acts as a receptionist; answers the telephone and assists the general public; takes and distributes messages for department staff; provides information as required; performs a variety of routine recordkeeping duties, including m Specialist, Office, Business Services, Computer
-
Office Specialist II
2 weeks ago
Oceanside, United States City of Oceanside (CA) Full timeIntroduction THE CITY OF OCEANSIDE IS AN EQUAL OPPORTUNITY EMPLOYER. The Water Utilities Department is conducting a department wide compensation study to maintain regionally competitive standing as a Water Utilities employer. The results of this study may impact base salaries in fiscal year 2024/2025. This position will be starting on or after July 1,...
-
Pharmacy Technician
2 days ago
Oceanside, United States Matrix Providers Full time**Matrix Providers - Caring for America's military family.** **Not just leading the way but leading the industry. Your success is our business.** Matrix Providers is hiring a** **Pharmacy Technician** to join our team of talented professionals who provide healthcare services to our Military Service Members and their families in **Oceanside, CA**. -...
-
Psychiatric Technician- Oceanside, Ca
2 days ago
Oceanside, United States Matrix Providers Full time**Matrix Providers - Caring for America's military family.** **Not just leading the way but leading the industry. Your success is our business.** Matrix Providers is hiring a **Psychiatric Technician **to join our team of talented professionals who provide healthcare services to our Military Service Members and their families in Oceanside, CA. -...
-
Community Manager
4 weeks ago
Oceanside, United States ConAm Management Corporation Full timeJob DescriptionJob DescriptionCommunity Manager (Affordable) – Old Grove & Marisol, Oceanside, CAWHO WE ARE:CONAM Management Corporation is part of The CONAM Group, a multi-family property investment and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that...
-
Community Manager
17 hours ago
Oceanside, United States ConAm Management Corporation Full timeJob DescriptionJob DescriptionCommunity Manager (Conventional) | Elan Oceano Apartments | Oceanside, CA WHO WE ARE:CONAM Management Corporation is part of The CONAM Group, a multi-family property investment and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that...
-
Business Process Analyst
3 weeks ago
Oceanside, United States The Fountain Group Full timePAY: $40-43/hour W2. Our company offers our consultants a suite of benefits after a qualification period including health, vision, dental, life and disability insurance. This is an onsite role in Oceanside, CA W2 Candidates only, C2C not possible for this role. Summary Will work alongside the training team to help build a strong business justification for...
-
Leasing Professional
4 weeks ago
Oceanside, United States ConAm Management Corporation Full timeJob DescriptionJob DescriptionLeasing Professional | Elan Oceano Apartments | Oceanside, CA WHO WE ARE:CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a...
-
Research Associate
2 weeks ago
Oceanside, United States The Fountain Group LLC Full timeImmediate opening for a Research Associate located in Oceanside, CA (Onsite). Details for the position are as follows: Job Description: Participate in end-to-end Cell Line Development pipeline projects, including activities from vector design and construction to clonal cell lines ready for Master Cell Bank generation. Support CLD activities...
-
Buyer
2 days ago
Oceanside, United States Gostockup LLC Full time**Company**: Welcome to GoStockUp, where the world of exceptional food and convenience unite. We take pride in being your ultimate destination for discovering, savoring, and celebrating gourmet delights from around the globe. Established in 2023, GoStockUp emerged from a shared love for gourmet cuisine and a vision to make gourmet foods accessible to...
-
Radiographer - Full Time - Day Shift
7 days ago
Oceanside, CA, United States GQR Global Markets Full timeWe are seeking an IR Tech to join our travel team. This is a 13 week travel contract with options for extension. Responsible for achieving quality assurance measures and requirements. * Responsible for maintaining inventory. * Travel Experience preferred, however, not required Comprehensive health insurance package including medical, dental, and vision...
-
Assistant Community Director
3 weeks ago
Oceanside, California, United States FPI Management, Inc. Full timeJob Description Property Name: Piazza D' Oro 3402 Piazza De Oro Way, Oceanside, CA 92056, USA Full-time Unit Count: 221 The Assistant Community Director is fully accountable in assisting the Community Director with the day-to-day property operations, and managing the asset to meet the client's expressed operational and financial goals. Assists with the...