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  • Employee
  • Office / Administrative

Financial ・ Assistant Administrator for Advisor's Office ! Now Hiring: Assistant Administrator for Financial Advisor's Office!

Advanced Portfolio Strategies

Web Access No.1841107
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Company Message

Advanced Portfolio Strategies' Financial ・ Advisor's Office is looking for a new colleague to fill a very important position ! We have many years of experience in the financial services industry, providing clients with the best support and advice to our clients. Join our team and together we will look for opportunities for growth and success ?

Advanced Portfolio Strategies is currently seeking a new member to fill an extremely With years of experience in the financial services industry, we pride ourselves on providing top- notch support and advice to our clients. Would you like to join our team and explore opportunities for growth and success together?

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Job Summary

Employment Status Employee
Job Type Office / Administrative
Required Language English/Japanese
Number of Positions 1-2
Work Location 3625 Del Amo Blvd. Suite 190, Torrance, CA, 90503 United States
Work Hours 08:00~16:00
Job Description - Working directly with the office manager
- Assisting financial ・ advisors with their tasks
- Document management and filing
- Client relations and appointment coordination
- General administrative support in the office

- Report to and work directly with the office manager
- Assisting financial advisors with their tasks
- Document management and filing
- Handling client inquiries and scheduling appointments
- Providing general administrative support within the office
Compensation Discussed at Interview
[Compensation detail]
Negotiable depending on experience, details at the time of interview

Details at the time of interview
Holidays Closed on Saturdays, Sundays, and holidays
Benefits Details at the time of interview

Details at the time of interview

Company Summary

Company NameAdvanced Portfolio Strategies
Websitehttps://www.advancedportfolios.com/

Selection

Application Method
Job Requirements- High school diploma or higher
- Interest in the financial industry
- Basic computer skills ( including Microsoft Office )
- Ability to execute social media marketing
- Excellent Communication and teamwork skills
- Meticulous attention to detail and problem solving skills

- Undergraduate or associate degree in business or related field preferred
- Interest in the financial services industry
- Basic computer skills (Microsoft Office, etc.)
- Ability to perform social media Ability to perform social media marketing
- Excellent communication and teamwork skills
- Strong attention to detail and problem-solving abilities
- Bilingual Bilingual English/Japanese

Other

Notes Our office values the working environment and emphasizes fostering the individual growth of our team members.
Experienced Financial ・ Advisors will provide guidance and training.

If interested, please feel free to contact us with your resume at.

Contact : advisors@advancedportfolios.com

In our office, we value a supportive work environment and prioritize the With guidance and training from experienced financial advisors, even those without prior experience are encouraged to apply.

If you're interested, please feel free to contact us with your resume at the following:

Contact: advisors@advancedportfolios.com
Posting Period: 2024/05/14 (Tue) - 2024/06/14 (Fri)
* Application period may close early depending on the situation.
13 days left
Preservation of Job Applicant's rights and equal opportunity employment
Hiring companies shall not discriminate any applicants in regards to employment and any other benefits based on their race, skin color, religion, gender, sexual preference, gender identity or expression, age, disability, marital status, citizen status, genetics, and any other category protected by laws. Moreover, hiring companies shall comply with the laws of respective countries and regions in determining employment conditions such as compensation and holidays. Should you find any violation of this policy, please contact us.