Office Coordinator

2 weeks ago


Anaheim, United States Advisor Employee Services Full time
Job Title: Office Assistant

We are seeking a highly organized and customer-focused individual to join our team as an Office Assistant. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day functioning of our office.

Responsibilities:
  • Provide exceptional customer service to clients and internal stakeholders
  • Manage and coordinate office operations, including scheduling, record-keeping, and data entry
  • Assist with event planning and coordination
  • Process transactions and maintain accurate records
  • Develop and maintain relationships with clients and internal stakeholders
Requirements:
  • Bachelor's degree preferred
  • 2+ years of experience in a customer-facing role
  • Intermediate to advanced skills with MS Office Suite
  • CRM experience preferred
Benefits:
  • Competitive hourly rate: $20-$25
  • 401(k) match
  • Bonus and commission potential
  • Flexible schedule

About Advisor Employee Services: We are a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. We are not a staffing firm, but a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors.


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