Administrative Assistant / Client Service Associate

About us Knox Financial is a financial advisory firm located in La Mesa, CA. Our firm provides goals-based financial planning to individuals, families, and small businesses. We are a small business with only one advisor and one employee. Our work environment is business casual at either an office or remote.

Responsibilities:

• Provide exceptional client service and support to clients in the financial industry.
• Assist clients with inquiries, account maintenance, and problem resolution.
• Build and maintain strong relationships with clients, ensuring their needs are met.
• Support Marketing Activities/Events
• Scheduling Appointments/Maintaining Calendar
• CRM Database and workflow management
• Stay up-to-date on industry trends, financial concepts, and investment strategies.

• Support Marketing Activities/Events Requirements:

• Reliable, punctual, responsible and trustworthy
• Knowledge of financial concepts and investment management principles.
• Previous experience in a client-facing role within the financial industry is strongly preferred.
• Comfortable and confident interfacing direction with clients via phone, correspondence, and in-person.
• Excellent communication skills, both written and verbal.
• Demonstrate a willingness to learn and consistently follow systems and processes.
• Strong attention to detail and analytical skills.
• Ability to work independently as well as part of a team.

Note:

This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or requirements.

Job Types:

Full-time, Part-time Pay:

$25.00

• $35.

00 per hour

Benefits:

Flexible schedule Paid time off Professional development assistance Retirement plan

Compensation Package:

Bonus opportunities Profit sharing

Education:

Associate (Preferred)

License/Certification:

securities license (Preferred)

Location:

La Mesa, CA 91941 (Preferred)

Work Location:

Hybrid remote in La Mesa, CA 91941