Looking for a dynamic self-starter to join our rapidly growing team as our Receptionist/Office Assistant. This position provides essential support to our team of Financial Advisors. The responsibilities of the Receptionist/Office Assistant include but are not limited to:

Answering phones/emails

Directing calls to the appropriate destination (voicemail or advisor)

Assist with Client Paperwork

Drafting, sending, and seeing through the completion of client paperwork

Following up with custodians during processing. Making any corrections, gathering additional information to complete document processing

Starting workflows related to client service needs, and completing steps/tasks within the workflows.

CRM Management

Maintaining the updates of personal client contact information

Keeping information organized

Entering/uploading client meeting notes

Assist with client mailings (Quarterly Newsletter, Important Notices, Holiday & Birthday cards, etc.)

Assist with planning client appreciation events

Requirements:

Minimum of three years of prior office experience. Must be able to work independently, have excellent written and verbal communication skills, and be detail oriented.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Professional development assistance

Schedule:

Experience:

Customer service: 3 years (Required)

Ventura Wealth Management

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Receptionist and Office Assistant