A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Management - 3.0 West Hollywood, CA Job Details Part-time $26 - $27 an hour 8 hours ago Qualifications Customer communication Microsoft Excel Serving clients Customer service Writing skills Financial statement analysis Administrative experience Financial report interpretation Newsletters (communication methods) Financial statement interpretation Cleaning equipment Productivity software Hand tools Budget review
Full Job Description Description:
PMP is seeking a motivated, detailed, communicative, and personable professional to join our team as Resident Service Associate, Vue on 5th, San Diego, CA. Who We Are Property Management Professionals LLC. (PMP) is an industry-leading association management firm providing innovative products and extraordinary services to common interest developments throughout California, Utah, and Texas. We are proud to offer a personalized, boutique level of service to our association clients, backed by the scale and resources of Odevo, one of the world's largest resident services companies. We are proud to be privately owned, locally independent, and passionately committed to elevating the lifestyle experience for the communities we serve. We are one of the fastest (organically) growing association management firms in each of our respective markets. Our company's growth coupled with the depth and breadth of our network creates a uniquely rare opportunity for professional growth. Additionally, our people-centric culture allows us to attract and retain the industry's top talent and has served as one of our primary competitive advantages over the past two decades. To learn more about PMP, our unique approach to community management, and our people-centric culture, you're invited to visit us online at www.pmpmanage.com visit our social media platforms: Instagram/pmpmanage facebook/pmpmanage linkedin/company/pmpmanagement Who We're Looking For PMP is looking for energetic, passionate, personable, and detail-oriented professionals to join our growing team. The right candidate will embrace change, celebrate innovation, and have an unwavering passion for providing extraordinary customer service to our valuable clients.
Position Description:
The Resident Service Associate will assist the on-site management office with administrative responsibilities. This allows our General Manager to stay focused on their key objectives and offer a level of service, expertise and knowledge that surpasses our client's expectations, putting people before profits.
Duties & Responsibilities:
Board packet assembly, including copying, binding, labeling envelopes and mailing when applicable. Updating association websites, including but not limited to uploading current documents, updating board member positions, posting meeting dates, posting minutes, and sending email blasts. Monthly billing Monthly newsletters Assist with architectural application process Occasional filing Create work orders to the appropriate vendor, follow up on status of work orders and update notes Additional duties as assigned
Required Qualifications:
4 Year College Degree preferred but not required 3-4 years of experience in an administrative role Extraordinary customer service skills Exceptional writing and communication skills Proficient in Microsoft Word, Excel, and PowerPoint Proficient in reviewing and understanding budgets and financial statements Strong organizational skills An honest, responsible, optimistic, and enjoyable demeanor The employee must be able to: Stand and walk for extended periods throughout the workday. Frequently bend, stoop, kneel, crouch, climb, reach, twist, and squat. Frequently use hands and arms for grasping, handling, pushing, pulling, and operating equipment. Lift, carry, push, and pull up to 50 pounds on a regular basis. Safely operate cleaning equipment, hand tools, ladders, and maintenance equipment. Work both indoors and outdoors in varying environmental conditions. Maintain sufficient visual acuity and hearing to identify safety hazards and perform assigned duties safely. PMP Professionals LLC. is an equal opportunity employer and makes employment decisions based on merit. Qualified applicants are considered for employment without regard to race, religion, sex or gender, sexual orientation, gender identity or expression, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age, physical or mental disability, genetic information, or any other consideration made unlawful by applicable laws.
