*Part-time (30 hrs/wk) Front Office Administrator *
It is time to explore new challenges in your career.
PDE Insurance Services, Inc.
is an independent, privately-owned, insurance and financial services company in Rancho Cucamonga, CA.
We are looking to add a part-time (30 hrs/wk) front-office administrator to our team.
*Hours: *Part-time 30 hrs/wk; 6hrs/day; Start time between 9am-10am ideally
*The Expertise We’re Looking For:*
* Prior Receptionist/administrative Experience *(Required)*
* Proficiency with Microsoft Office suite, including Excel *(Required)*
* High school degree *(Required)*
* Prior Experience Working in Financial Advisory Industry *(Preferred)*
*Key Traits of a Front Office Administrator:*
* Able to communicate verbally and in writing
* Able to learn and adapt to changes
*What You Will Be Responsible For:*
* Greet consumers on the phone and in person with a warm and welcoming approach
* Set and confirm calendar appointments
* Answer incoming calls and transfer all calls to the appropriate personnel
* Answer general inquiries and client questions
* Prepare and deliver client birthday / anniversary recognition and appreciation letters and gifts
* Client birthday and anniversary callouts
* Assist in coordination of client appreciation events
* Enter client information into the CRM system
* Assemble appointment binders
* Build strong client relationships
* Onboard clients
* Maintain office supplies
* Perform other clerical duties such as filing, photocopying, collating, faxing etc.
* Maintain and organize office files and documentation
* All other duties as assigned
*Pay: *$20/hr
*Check out our website:* _https://www.
pdewealthadvisors.
com/_ *Find us on: *LinkedIn, Facebook, listen to us on the Pathway to Retirement podcast through PDE Wealth Advisors, LLC
*If you feel like we would be a good fit for each other, apply now! *
Job Type: Part-time
Pay: $20.
00 per hour
Expected hours: 30 per week
Schedule:
* Day shift
* Monday to Friday
* No weekends
Experience:
* Administrative: 3 years (Required)
* Microsoft Office: 3 years (Required)
Ability to Commute:
* Rancho Cucamonga, CA 91730 (Required)
Work Location: In person