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Looking for an AWESOME Assistant

Part Time Position Available with Eva Macias & Associates in Whittier, CA

Qualifications

- Quick Learner + Tech Savvy

- Google Drive / Office Programs Savvy

- Must have your own Laptop

- Excellent Time Management Skills

- Customer Service Oriented

- Highly Organized + Attentive to Details

- Goal Oriented

- Looking to Grow, this can become a Full Time position for the right person in the future.

- Excellent written and verbal skills

- Team Player


A brief summary of the tasks are below:

  • Receiving incoming client calls in a friendly manner

  • Assist in processing new client applications as needed

  • Input prospects to database

  • Handle servicing of specific client accounts (opening, closing and transferring of accounts)

  • Manage advisors calendar

  • Set appointments, reschedule appointments

  • Order office supplies and process expenses

  • Keep CRM updated with client interaction

  • Perform other duties and projects as assigned

  • Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic and desire to go above and beyond.


Interested in applying, please do so here

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Please go to https://www.tonyrobbins.com/disc/ to take the Assessment