Job Description

Job Description

Job Description

Part-Time/Temporary Opportunity! $20-21/hr

Partners Personnel is seeking an administrative assistant for a financial planning service company in Irvine, CA.

Responsibilities & Activities:

• Answer all incoming calls and direct them to the appropriate staff member for assistance.
• Schedule and confirm client investment and tax appointments
• Greet clients and make them feel comfortable when they visit the office; offer them drinks
• Maintain office and kitchen supply levels, ordering more as needed or requested
• Keep the lobby and front desk area clean and organized, including appropriate literature and making sure we have candy for the candy dish
• Maintain calendars for the advisors as requested

Basic client service such as:

• Scanning and I-Doc’ing
• Updating client addresses
• Resetting client’s technology passwords
• Sort and distribute mail and packages
• Apply postage to outgoing mail – drop outgoing mail and FedEx packages in the dropbox downstairs.
• Maintain tax prep packages for when investment clients decide to use us for taxes

Company Description

At Partners Personnel, our dedicated Recruiting Specialists work to find you a job that best suits your needs, schedule, and strengths. Whether you’re looking for something temporary or long-term, you can rely on our expert employment services to get you hired as soon as tomorrow!
Get in touch with your local Partners team today to build a career with some of the nation’s top employers across the light industrial, contact center, maintenance, and engineering, accounting and finance, creative, IT, and administrative industries.

At Partners Personnel, we truly believe that our people are at the heart of our company. We prioritize our employees by providing them with personalized onboarding, comprehensive medical benefits, referral bonuses, attendance and performance recognitions, and our highly coveted Associate of the Year award. The winner of this award and a guest of their choice is invited to our Annual Company Conference, where they get to share all they were able to achieve in their personal and profess

Company Description

At Partners Personnel, our dedicated Recruiting Specialists work to find you a job that best suits your needs, schedule, and strengths. Whether you’re looking for something temporary or long-term, you can rely on our expert employment services to get you hired as soon as tomorrow! \r\nGet in touch with your local Partners team today to build a career with some of the nation’s top employers across the light industrial, contact center, maintenance, and engineering, accounting and finance, creative, IT, and administrative industries.\r\n\r\nAt Partners Personnel, we truly believe that our people are at the heart of our company. We prioritize our employees by providing them with personalized onboarding, comprehensive medical benefits, referral bonuses, attendance and performance recognitions, and our highly coveted Associate of the Year award. The winner of this award and a guest of their choice is invited to our Annual Company Conference, where they get to share all they were able to achieve in their personal and profess

Job Tags

Temporary work, Part time, Local area,

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