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Insight Global Receptionist in Woodland Hills, California

Job Description

We are seeking an Office Administrator to join our financial services and wealth management client in Woodland Hills, CA. This individual will be helping to answer phones and assist clients with scheduling appointments or answering basic investment questions. These clients are primarily high net-worth and are seeking financial planning, so customer service will be at the forefront of this role. Other responsibilities include administrative and operational work.

Responsibilities

Manage the reception area and staff to ensure effective communication both internally and externally

Provide office guests with a hospitable experience

Supervise the maintenance of office areas

Interact with IT, phone and building personnel as needed

The hourly rate is 25/hr.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

   

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Skills and Requirements

  • Strong customer service and phone skills

  • Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)

  • Excellent written and verbal communication skills

  • Ability to multi-task, organize, and prioritize work - Wealth management or insurance industry experience null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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