Office Manager (Temp-to-hire)

San Luis Obispo

Hourly Rate: $18-$25/hr DOE
Location: San Luis Obispo

Description

A single advisor investment company is looking for an Office Manager to join their team!

Position Summary:

Will provide high level administrative support to financial single advisor. Will convert to salary once training is complete. 4 days per week, 29-32 hours.

Some duties include:

  • Greet and assist visitors in support of the Advisor
  • Answer, screen and route phone calls for Advisor
  • Maintain client records in CRM database
  • Schedule appointments and maintain calendars
  • Open, screen, and distribute incoming mail
  • Process new client paperwork and assist with account openings, transfers, and transactions
  • Prepare bi-monthly billing spreadsheet and assist in bill paying function
  • Research and prepare information for client meetings
  • Assist with the planning and execution of events
  • Maintain Compliance standards on all business and on behalf of the Advisor
  • Other duties as assigned

Requirements

  • 5+ years of administrative experience
  • Proficient with MS Office, typing and CRM software
  • Securities licenses (Series 7 & 66) preferred, not required
  • Excellent verbal and written communication skills
  • Ability to work independently and establish priorities
  • Highly organized with attention to detail
  • Excellent follow through and communication with Advisor
  • Client first attitude




San Luis Personnel Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, gender, age, national origin, marital status, registered domestic partner status, ancestry, genetics, physical or mental disability, medical condition including genetic characteristics, sexual orientation, or any other consideration made unlawful by federal, state or local laws.

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