18 Sep

Administrative Marketing Assistant Financial Services Jobs Vacancy in Lockerman Financial Group Newport Beach

Position
Administrative Marketing Assistant Financial Services
Company
Lockerman Financial Group
Location
Newport Beach CA
Opening
18 Sep, 2018 30+ days ago

Lockerman Financial Group Newport Beach urgently required following position for Administrative Marketing Assistant Financial Services. Please read this job advertisement carefully before apply. There are some qualifications, experience and skills requirement that the employers require. Does your career history fit these requirements? Ensure you understand the role you are applying for and that it is suited to your skills and qualifications.

Follow the online directions, complete all the necessary fields, and provide all relevant information so your application is submitted correctly. When you click the 'Apply this Job' button (open in new window) you will be taken to the online application form. Here you will be asked to provide personal and contact details, respond to employment-related questions, and show how you meet the key selection criteria.

Administrative Marketing Assistant Financial Services Jobs Vacancy in Lockerman Financial Group Newport Beach Jobs Details:

Full-Time Administrative and Marketing Assistant Position with a boutique Wealth Advisory firm. We are a growing fast-paced firm. We are looking for a star team member who will always strive for excellence. We offer fee-based financial planning, investments, and insurance to our high net worth clientele. Professional conservative business office.

The ideal candidate will be able to wear many hats effectively, and skilled with organization and time management. Must be a great people person with a friendly can-do attitude.

Duties:

Receptionist duties include: greet clients in the office, schedule appointments and manage the calendar, inbound and outbound phone calls, process mail, correspondence, mailings and fax.

Administrative duties include: create documents, prepare documents for client appointments, monitor work flows, data entry, inventory control, general office duties to keep things running smoothly.

Marketing duties include: assist with social media, business development projects, client appreciation, client random acts of kindness, newsletter, presentations and document design.

Requirements: must be computer savvy to include extensive experience with Microsoft Office, strong attention to detail, quick independent learner, highly organized, ability to multi-task and prioritize work, reliable, confidential and ethical. Ability to communicate professionally and formally via phone and in written communications. Conservative business attire required.

Hours: 40 hours per week. Monday through Friday, between 7:00 a.m. - 5:00 p.m.

Pay: $17-25 per hour based on experience and transferable skills.

Please submit a formal resume with cover letter using the Indeed system. Please do not call, fax or walk-in.

Job Type: Full-Time

Required Experience: Office - 3 years

Required Education: High School; completion of AA or Bachelor’s degree preferable.

Job Type: Full-time

Salary: $17.00 to $25.00 /hour

Experience:

  • Office Administration: 3 years (Preferred)

Language:

  • English (Preferred)

Work authorization:

  • United States (Preferred)


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