Client Service Admin/ParaPlanner
DeDora Capital DeDora Capital Napa, CA Napa, CA Full-time Full-time $20 - $26 an hour $20 - $26 an hour About the Employer Growing financial services firm looks to add to our team.
We seek smart, driven, lifelong learners that are effective and have a history of making a remarkable difference.
Job Summary Seeking outgoing, professional, highly organized, detail oriented, addition to our growing team.
The primary needs are for administrative and office support, with room for professional growth.
Client Support Contact clients or vendors to schedule appointments and call to confirm upcoming appointments.
Return client calls, gather additional information and troubleshoot.
Open investment accounts, update Beneficiaries, and set up banking information.
Work with Custodian to resolve Action Items.
Close the service loop by logging tasks, tracking through to completion, and confirming completion.
Reception Pleasantly greet visitors, offer beverage of choice and notify appropriate individuals of visitor's arrival, ensure client comfort while at the office.
Professionally answer, screen, and route incoming calls as appropriate, or take messages.
Retrieve, sort, and deliver mail, including signing for packages and notifying addressee of arrival.
Financial Advisor Support Schedule meetings.
Prepare reports or gather files for Client meetings.
Follow up with client or Advisor on action items.
Office Support Monitor and order office supplies.
Prepare and send client Birthday cards.
Maintain clean and orderly reception and kitchen areas.
Perform a variety of routine clerical tasks.
File documents.
Arrange for UPS pickups.
Support the annual Staff/Client Holiday Party, such as addressing & mailing invitations, cards, and gifts.
Job
Qualifications Education:
College Degree preferred.
Experience:
Previous work history in a professional office environment, such as legal, financial, medical, hospitality, or retail.
Must have experience professionally handling confidential information.
Paralegal (legal) or Client Service Administrator (financial services) preferred.
Has or is willing to obtain a Notary license.
Has or is willing to obtain a Paraplanner designation within 6 months.
5 days/week.
Clearly legible handwriting.
Willing to complete a background and credit check.
Proficient in Microsoft Office applications.
Job Type:
Full-time Pay:
$20.
00 - $26.
00 per hour Expected hours:
40 per week
Benefits:
401(k) Health insurance Paid time off Compensation package:
Bonus opportunities Schedule:
8 hour shift Monday to Friday Application Question(s):
Has or is willing to obtain a ParaPlanner designation.
Willingness to work at the Napa office.
Education:
Associate (Preferred)
Experience:
Microsoft Office:
1 year (Preferred) Ability to Relocate:
Napa, CA 94559:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
We seek smart, driven, lifelong learners that are effective and have a history of making a remarkable difference.
Job Summary Seeking outgoing, professional, highly organized, detail oriented, addition to our growing team.
The primary needs are for administrative and office support, with room for professional growth.
Client Support Contact clients or vendors to schedule appointments and call to confirm upcoming appointments.
Return client calls, gather additional information and troubleshoot.
Open investment accounts, update Beneficiaries, and set up banking information.
Work with Custodian to resolve Action Items.
Close the service loop by logging tasks, tracking through to completion, and confirming completion.
Reception Pleasantly greet visitors, offer beverage of choice and notify appropriate individuals of visitor's arrival, ensure client comfort while at the office.
Professionally answer, screen, and route incoming calls as appropriate, or take messages.
Retrieve, sort, and deliver mail, including signing for packages and notifying addressee of arrival.
Financial Advisor Support Schedule meetings.
Prepare reports or gather files for Client meetings.
Follow up with client or Advisor on action items.
Office Support Monitor and order office supplies.
Prepare and send client Birthday cards.
Maintain clean and orderly reception and kitchen areas.
Perform a variety of routine clerical tasks.
File documents.
Arrange for UPS pickups.
Support the annual Staff/Client Holiday Party, such as addressing & mailing invitations, cards, and gifts.
Job
Qualifications Education:
College Degree preferred.
Experience:
Previous work history in a professional office environment, such as legal, financial, medical, hospitality, or retail.
Must have experience professionally handling confidential information.
Paralegal (legal) or Client Service Administrator (financial services) preferred.
Has or is willing to obtain a Notary license.
Has or is willing to obtain a Paraplanner designation within 6 months.
5 days/week.
Clearly legible handwriting.
Willing to complete a background and credit check.
Proficient in Microsoft Office applications.
Job Type:
Full-time Pay:
$20.
00 - $26.
00 per hour Expected hours:
40 per week
Benefits:
401(k) Health insurance Paid time off Compensation package:
Bonus opportunities Schedule:
8 hour shift Monday to Friday Application Question(s):
Has or is willing to obtain a ParaPlanner designation.
Willingness to work at the Napa office.
Education:
Associate (Preferred)
Experience:
Microsoft Office:
1 year (Preferred) Ability to Relocate:
Napa, CA 94559:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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