Our tax and financial planning small business firm is seeking an Office Manager/Client Services Admin for a year-round, part time position with seasonal full-time hours.

Key Responsibilities Financial Services:

• Complete and process client financial forms and paperwork.
• Review forms for accuracy, required information and signatures.
• Track submitted paperwork and follow up on outstanding items.
• Assist with new accounts, transfers, distributions, beneficiary changes and account updates.
• Communicate with clients, the advisors and broker-dealer regarding paperwork and follow up.
• Ability to pass background check & willingness to take Securities Industry Essential exam to complete financial planning forms

Office Manager:

• Manage the day-to-day operations , including front desk activities, scheduling appointments
• Maintain and update office calendars, ensuring efficient scheduling of appointments and meetings.
• Handle phone systems, including answering calls, taking messages, and directing inquiries to the appropriate staff members.
• Organize and maintain physical and electronic files, ensuring accurate record-keeping and easy retrieval of information.
• Demonstrate excellent phone etiquette and customer service skills when interacting with clients, staff, and external sales.
• Collate and mail out tax returns Tax Season Support During tax season, the office manager will provide administrative support, including
• Assisting with tax office workflow and client communication
• Collating and assembling completed tax return
• Obtaining required signatures & preparing completed returns for client delivery and mailing. Tax preparation experience is not required What we are looking for:
• Previous experience in financial services, banking or insurance a plus
• Strong organizational skills with the ability to multitask and prioritize tasks effectively.
• Proficient in Microsoft Office software & comfortable learning new software.
• Excellent communication skills, both verbal and written.
• Financial services, banking, insurance experience a plus but not required.

Schedule:

February-April :

Monday-Friday 9:00am-5pm

May:

Monday-Friday 9:00am-1:00pm

June-August:

Monday-Thursday 9:00am-1:00pm

September-January:

Monday-Friday 9:00am-1:00pm

Job Type:

Part-time Pay:

$22.50

• $27.

50 per hour

Experience:

Financial services: 1 year (Preferred)

Administrative:

2 years (Preferred) Ability to

Commute:

Fair Oaks, CA 95628 (Preferred)

Work Location:

In person