#1016640 Admin Support Associate Dexian - 3.6 Fresno, CA Job Details Contract $20 - $22 an hour 1 day ago Qualifications Computer operation Confidential information handling Phone communication Writing skills Filing Executive administrative support High school diploma or GED Attention to detail Desktop applications Productivity software Office phone management

Full Job Description Job Title:

Admin Support Associate Address:

Fresno Street Fresno, CA 93720

Pay Rate:

$20-22.00/hr

Start Date:

09/21

Position Type/Duration of Assignment:

initial 6 months Contract - Possible extensions/conversions Hours/Schedule(if training schedule include here): M-F standard hours Monday-Thursday from 8:45 AM-5:00 PM. The hours for Friday are 9:00 AM-3:00 PM What are the 3 top skills needed for this role? Basic computer knowledge, the ability to answer and transfer calls, process paperwork, and any other administrative task. What is the minimum education level needed for this role? High School Diploma What are the minimum years of experience needed for this role? 1-2 years. How many rounds of interviews? 2 rounds. The 1st interview will be via phone or virtual, and the 2nd round will be onsite.

Position Summary:

Primary responsibility for completing new client account information for President. Support the completion of client account paperwork and existing account information as required to support client needs.

Description of Duties:

• Execute client paperwork, preparing and completing new accounts, rollovers and other client administrative services for the President and others as assigned.
• Assist in preparing reports and other documents to support the President's daily schedule, attending client meetings with as needed/requested.
• Deposit checks into clients' accounts and complete check blotter and maintain all records per compliance requirements.
• Complete changes to client account information in the client central and wealth management system as assigned.
• Provide support for Receptionist position, managing phones during lunch period and other periods as assigned.
• Primary responsibility for securing and maintaining hard copy files, including retention of files.
• Attend, coordinate and assist with events as assigned.
• Maintain the highest level of confidentiality with all information obtained.
• Demonstrate knowledge of, and supports, vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
• Perform any other duties deemed necessary for the smooth operation of the company.

Essential Qualifications:

• Strong attention to detail and instructions.
• Ability to present and communicate ideas and concepts in public and private, verbally and in writing.
• Demonstrated accuracy and thoroughness to ensure the highest quality of work.
• Ability to demonstrate a positive customer service attitude and good personal skills.
• Experience using MS Office and ability to learn different applications.
• Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.
• Excellent problem solving, strong organizational and communication skills.

Pay:

$20.00 - $22.00 per hour Expected hours: 40.0 per week

Work Location:

In person