Part-Time Office Administrative Support

Located in Monterey,  CA

Pay: $25.00 / hour 

Job Full Description - https://www.expresspros.com/us-california-monterey-county/job-seekers/job-openings/job-detail?jobId=14521677

Looking for a support staff, working between 25-30 hours per week.  

This is an in-office position (no remote access).

Summary of responsibilities
This position provides customer service support to the advisor’s clients and assists with administrative support in the day-to-day operations of the firm.

Principal responsibilities

Meet with clients to complete paperwork; ensure all required forms are completed fully and accurately.

Generate reports, such as position statements, for advisor’s meetings with clients.

Regularly review Commonwealth news items, technology updates, and e-mail communications; report pertinent information back to advisor

Provide total office coverage in the absence of the administrative assistant.

Provide administrative support, including:

• Maintain updated client contact records using CRM system.Print trade confirmations.Follow up on outstanding transactions with Commonwealth (e.g., transfers).
• Maintain up-to-date organized client files, including copies of all signed applications and forms, according to Commonwealth’s Compliance requirements.
• Prepare and send outgoing mail.
• Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).

Required knowledge/skills/competencies

• Exceptional customer service experience
• Proficiency with computer programs, including MS Word and Excel
• Ability to interact with people across all levels of the business
• Attention to detail
• Ability to effectively prioritize workload and meet deadlines
• Sophisticated organizational skills, including physical resources (such as files, manuals, etc.) and nonphysical resources (such as calendars, appointments, events, client contact records, images, etc.)
• Familiarity with basic marketing concepts and practices

Monterey County Express Employment 
45 West Alisal Street
Salinas, CA 93901

831-920-1857

expresspros.com/montereycountyca

Jobs.MontereyCountyCA@expresspros.com