Office Coordinator

1 day ago


Anaheim, United States Advisor Employee Services Full time
Office Assistant Role

We are seeking a highly organized and customer-focused individual to join our team as an Office Assistant. This role will play a key part in ensuring the smooth operation of our office, providing exceptional support to our clients and colleagues.

Key Responsibilities:
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Manage and maintain accurate records, including client information and office documentation.
  • Coordinate and schedule meetings, appointments, and events, ensuring seamless communication and organization.
  • Process transactions, handle client applications, and maintain database/CRM systems.
  • Support the team with various administrative tasks, including data entry, filing, and reporting.
Requirements:
  • Bachelor's degree preferred.
  • 2+ years of experience in a busy office environment.
  • Intermediate to advanced skills with MS Office Suite.
  • CRM experience preferred.
What We Offer:
  • $20 - $25/hour.
  • 401(k) match.
  • Bonus and commission potential.
  • Flexible schedule.

We are a reputable and expanding business model, partnering with top financial advisors to provide exceptional support services. If you are a strong, proactive office leader with a passion for delivering exceptional results, we encourage you to apply today.


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