Overview

OFFICE ASSISTANT/ CLIENT RELATIONS Jobs in San Jose at Golden Trust Financial Corp

Office Assistant/ Client Relations

(Bilingual English / Vietnamese)

Are you comfortable wearing many hats, able to work well in a team as well as independently, and be extremely dedicated to the company goals and objectives? Then we would like to get you on our team.

You’ll play a pivotal role by working with agents, our office staffs and other affiliated companies to provide a high level of customer service to our clients.

If you have outstanding client service & communication skills, a can-do, energetic, team-oriented attitude, this is the opportunity for you.

JOB DUTIES and RESPONSIBILITIES:

-Greet clients and visitors to the office with warmth and professionalism, guiding them to the proper personnel

-Answer phone calls in professional and Perform customer follow up and appointments on timely manner

-Client Support: Cultivate, enhance new and existing client relationships through active communication with clients, processing client & agents’ requests, resolving inquiries, providing guidance and making sure key information and documentation remains current identify and assist with office services and solutions that support clients’ & agents’ needs including products and services.

-Maintain call logs and take accurate, thorough messages that are received

-Planning and arranging appointments; prepare documents, brochures and other materials for client meetings

-Handle general inquiries & perform administrative duties, following the office’s policies and procedures

-Process documents, follow up and communicate with related companies

-Perform responsibilities as directed by the Manager such as filing, restocking and ordering office supplies, facilities support, scheduling meetings, etc.

-Perform data entry

-Provide support to office staffs and agents

-Manage multiple office tasks

-Maintain office clean and neat at all times.

-Perform related duties as required

-Participate in office, team meetings and trainings, as requested.

REQUIREMENTS:

-Honesty with a high level of integrity
-Enthusiastic, high-energy personality with a positive outlook on life
-Self-motivated, goal-oriented, capable of functioning independently as well as on a team

-Ability to communicate with colleagues and clients; ability and willingness to learn

-Ability to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner

-Ability to maintain strict confidentiality

MINIMUM QUALIFICATIONS – EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High school diploma or equivalent preferred

Knowledge/Skills/Abilities:

-Bi-lingual: English and Vietnamese

-Good organization skills and prioritization

-Professional team player with good communication skills

-Excellent customer service skills and demeanor

-Basic computer skills, including Microsoft Office products

-Attention to detail

Job Types: Full-time, Part-time

Pay: $19.00 – $24.00 per hour

Experience:

  • Customer service: 1 year (Preferred)

Language:

  • Vietnamese (Required)

Work Location: In person

Title: OFFICE ASSISTANT/ CLIENT RELATIONS

Company: Golden Trust Financial Corp

Location: San Jose

 

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