[Thespiritexpress] Looking for an office assistant...

[Ron Nadeau]

Maggie WatsonMaggie Watson • 1st • 1st Owner/California Licensed Professional Fiduciary at Mendocino FiduciaryOwner/California Licensed Professional Fiduciary at Mendocino Fiduciary  <https://www.linkedin.com/in/mendocino-fiduciary?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAKKbXoBIpYnZEhT16SGSIhyoSsJkUpsOno>2d •  <https://www.linkedin.com/in/mendocino-fiduciary?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAKKbXoBIpYnZEhT16SGSIhyoSsJkUpsOno>  2 days ago <https://www.linkedin.com/in/mendocino-fiduciary?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAKKbXoBIpYnZEhT16SGSIhyoSsJkUpsOno>
I am looking for an office assistant in my "new" Fort Bragg office.

Office Assistant (Downtown Fort Bragg)
Mendocino Fiduciary

Mendocino Fiduciary’s position - Office Assistant

We are looking for someone who is able to deal with these situations in a respectful and efficient manner. Our ideal candidate will be able to manage multiple priorities and be willing to assist staff and clients with unique problems. Bookkeeping skills are necessary.

Specific responsibilities include:

• Telephone System: answer phones, take messages, set up appointments
• Mail System: Open and process mail, distributing to appropriate staff, prepare outgoing mail, bills, invoices, etc.
• Client Management Systems: Assist with maintaining and improving systems
• Assist with project management when appropriate
• Pay client bills, maintain check registers
• Client Filing Systems: Maintain client files via hard copy and scanning in computer files
• Assist with transfer of client’s data to fiduciary’s responsibility
• Correspondence support with clients, family members, vendors, attorneys, etc. as needed
• Assist with classes and other activities the fiduciary is involved with
• Other administrative support as needed

Ideal Candidate Skills and Qualifications:

• Attention to detail and organized
• Calm presence and professional demeanor
• Uphold confidentiality and discretion
• Good verbal skills; phone etiquette
• Good writing skills, able to type 65 wpm
• Demonstrated success in a personal, client service environment
• Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook in a potentially high stress situation
• Ability to set priorities and have excellent time management skills
• Ability to work independently and ask for support/instructions
• Conduct research or track down problematic issues
• Working knowledge of Excel, Word and Quicken
• Excellent communication skills
• Must be able to learn new concepts and computer applications within an ever-changing work environment
• Able to do creative problem solving
• Comfortable working in a fast-paced office

We are looking for someone with 3-5 years of office experience. Working for an attorney or in the financial world a plus. Background must show strong client management skills and attention to detail. They must align with fiduciary values and ethics, someone who has a great attitude and ability to learn. We want someone who sees value in taking care of people’s needs, with a caring and compassionate attitude. This person must be self-initiating and not chatty. Knowledge of both Microsoft and Mac systems a plus. This person must have a working cell phone.

Starting pay is $24.00 hour with regular increases based on performance.

Please reply with a cover letter describing interests, background and skills, your resume, and 3 work and 2 personal references to maggie at mendocinofiduciary.com <mailto:maggie at mendocinofiduciary.com>. All final candidates will go through a background check.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.mcn.org/pipermail/thespiritexpress/attachments/20240512/bad8c7fa/attachment-0003.htm>