Seeking poised and professional admin assistant to join energetic, upbeat and growing financial planning firm with high standards of excellence located in beautiful central Marin.
This is a wonderful opportunity where your exceptional attitude, extraordinary client service orientation and superb organizational skills can take the spotlight.
Responsibilities include overall support of cohesive five person team, greeting clients promptly and warmly upon their arrival, preparing and organizing client meeting materials, fielding phone calls, scheduling appointments and assisting owner with maintaining his calendar, inputting data and maintaining client database.
There is a tremendous amount of variety; one who thrives in a small, team oriented environment who takes ownership for their work and enjoys working both independently as well as under the direction of multiple individuals will be valued for their contribution.
Experience in the hospitality industry, financial services, money management or marketing would lend itself nicely to this position.
College degree and proficiency on Word, Excel and Outlook required.
Tremendous opportunity to grow your career with company that holds itself to high standards.