Job Overview:

We are seeking a Financial Administrative Assistant in Washington County to serve as the friendly and professional face of our office. As the first point of contact for clients, this role plays a crucial part in building and maintaining relationships with our clients.

Job Details:

The Financial Administrative Assistant will handle incoming calls, schedule appointments, update client records, and provide essential administrative support to ensure smooth office operations.

Responsibilities:

• Answer incoming calls
• Make follow-up phone calls for appointments
• Place service calls to clients when needed
• Update prospect and client data records
• Process deposits and ACH transactions
• Provide administrative support for efficient office operations
• Take messages and respond to inquiries promptly

Requirements:

• Excellent communication and interpersonal skills
• Organized with the ability to multitask
• Proficient in working with technology
• Strong problem-solving abilities
• Attention to detail

Benefits:

• Opportunity for professional growth
• Competitive salary
• Health benefits package

Other Details:

This role offers the opportunity to be an integral part of our team in Palmdale, California. Join us in a supportive and dynamic work environment where you can make a difference in the lives of our clients.

We encourage motivated individuals who are passionate about providing excellent client service to apply for this rewarding opportunity.