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Office Assistant

Job

EH Financial Group, Inc.

San Gabriel, CA (In Person)

$46,800 Salary, Full-Time

Posted 3 weeks ago (Updated 3 weeks ago) • Actively hiring

Expires 7/1/2026

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Job Description

Office Assistant EH Financial Group, Inc. San Gabriel, CA Job Details Full-time $20 - $25 an hour 1 day ago Benefits Health insurance 401(k) Paid time off 401(k) matching Retirement plan Qualifications Microsoft Excel Guest relations Customer service Filing Scanning Microsoft Office High school diploma or GED Digitization Data entry Full Job Description EH Financial Group, Inc. is a small financial service company offering financial consultation, investment products, tax preparation and estate planning services. We are looking for a self-motivated, energetic, and customer oriented full-time office assistant.
Job Responsibilities :
Responsible for answering/screening incoming calls and disseminate information to responsible person. Respond to routine enquiries from clients and suppliers and investigates as required. Coordinate and schedule clients appointments on the manager's calendar. Greet and assist onsite guests. Scan and digitize documents for electronic filling in document management program. Data entry, process and disseminate new account paperwork to related organizations. Process incoming mail, FedEx, UPS, hand delivered items, distribute appropriately. Process outgoing mail, FedEx, UPS. Maintain safe, clean and efficient office environment and supplied inventory. Other duties as assigned.
Skills/Qualifications:
High school or equivalent. This is an entry level position. Proficient computer skills, including experience using Microsoft Word, Excel and PowerPoint. Ability to learn and become proficient in the use of online CRM (Contact Relationship Management) program. Able to work with basic supervision, with initiative, and good judgment. Efficient and accurate with details. Sensitive, compassionate and positive; good relationship skills. Ability to handle confidential information with discretion. Team worker. The ability to work as part of a team. •Background check and fingerprint verification is required upon employment.•''
Job Type:
Full-time Pay:
$20.00 - $25.00 per hour
Benefits:
401(k) 401(k) matching Health insurance Paid time off Retirement plan
Education:
High school or equivalent (Preferred)
Experience:
Microsoft Office:
1 year (Preferred)
Customer Service:
1 year (Preferred) Ability to
Relocate:
San Gabriel, CA 91775: Relocate before starting work (Required)
Work Location:
In person