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Office Manager for Financial Planning Firm – Northern CA

San Francisco

Office Manager for Financial Planning Firm - Northern CA

We are looking to hire a motivated office manager to help with everyday duties for 2 Financial Consultants in our San Rafael Office. We are looking for this candidate to become a major part of our team long term. Duties: Processing paperwork, filing, organizing, calendaring, emailing clients and other contacts, answering the phone, processing client requests, mailing out information, running various reports, preparing client meetings, making outbound calls to clients and service centers, etc... Please contact Anthony Trias directly at: anthony.trias@equitable.com
Oct 08, 2021

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