Integrity Wealth Advisors is known for its sound financial advice, stellar customer service, and active support of the Ventura and Ojai communities.
Our workplace culture is committed to helping individuals, families, and businesses grow, preserve, and distribute wealth.
Our team holds itself to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each one of our clients.
IWA is an ideal workplace setting to expand one’s professional development and financial literacy while simultaneously building new and meaningful relationships with colleagues and clients.
Job Summary :
Our team is looking for someone that will be the first point of contact for our office guest and also provide office support with a variety of administrative related tasks.
Responsibilities :
- Greets clients, visitors, and guests; determines the purpose of each person’s visit and directs or escorts him or her to the appropriate location.
- Answers, screens, and directs phone calls to staff; takes messages and schedules appointments.
- Receives mail, documents, packages, and courier deliveries and delivers or distributes items.
- Performs administrative and clerical support tasks such as requisition of office supplies
- Performs basic filing and recordkeeping.
- Performs other receptionist housekeeping duties such as light kitchen maintenance, prepare coffee or refreshments, and meeting room upkeep.
Skills :
- Microsoft Office programs including Word, Excel and Outlook
- Proficient writing and proofreading skills
- Strong in communication, problem solving and organizational skills
Education :
High School Diploma or equivalent
Experience :
- Front Desk or Clerical Assistant role, 1 year (Preferred)
- Customer service related,1 year (Preferred)
Physical Requirements :
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
Job Type : Full-time
Schedule : 8-hour shift Monday-Friday
Salary : $18.00 Hourly
Compensation is based on experience and reliability.
Company Benefits : *60-day probationary period is required for this role.
- 401(k)
- Health insurance
- Paid time off
- Paid Holidays
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