Prominent Financial Consultants is a growing financial services firm seeking a
reliable, organized, and bilingual Office Secretary
to serve as the first point of contact for our clients and provide day-to-day administrative support to our executive team.
This role is ideal for someone who enjoys keeping an office running smoothly, thrives in a fast-paced environment, and takes pride in delivering a polished, professional client experience.
Key Responsibilities
Arrive
promptly at 9:00 AM
and manage the front desk daily
Greet and check in all visitors and ensure they meet with the appropriate team member
Communicate professionally with clients
in English and Spanish
(verbal and written)
Schedule and coordinate client appointments, meetings, and office activities
Provide administrative support to the company executive, including:
Calendar management
Filing and organizing paperwork
Travel arrangements
Event coordination
Purchase orders and office needs
Process client payments through
Canopy Tax
Monitor client accounts and ensure
no balances exceed 30 days past due
Maintain all common areas (reception, break room, conference rooms) to be tidy, stocked, and meeting-ready
Assist with periodic marketing mailers (ordering supplies, preparing labels, stuffing envelopes, mailing)
Run occasional company errands (office supplies, post office, meeting materials, food for events)
Support basic social media and marketing efforts (
Instagram, Twitter, LinkedIn knowledge is a plus
)
Deliver excellent customer service and help elevate the overall client experience
Minimum Requirements
Bilingual (English & Spanish) - REQUIRED
Excellent written and verbal communication skills
Strong organizational and multitasking abilities
Comfortable working in a fast-paced office environment
Proficient with
Apple/Mac systems
High school diploma required
Valid driver's license
Reliable, punctual, and professional
Flexible mindset and willingness to support a variety of administrative and operational needs
What We Offer
Commission & bonuses
for referrals and clients you bring in
Flexible paid vacation
after 3 months
Casual Fridays
Free access to our services
, including:
Bookkeeping
Income tax preparation
Real estate services
Direct deposit
Growth opportunities within a rapidly expanding company
Equal Opportunity Employer
Prominent Financial Consultants provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, disability, veteran status, marital status, or any other characteristic protected by law.
Learn more at
www.prominentfc.com
Job Types: Full-time, Contract
Pay: $15.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
Employee discount
Paid time off
Professional development assistance
Tuition reimbursement
Application Question(s):
MUST ANSWER THIS QUESTION CORRECTLY TO BE CONSIDERED FOR AN INTERVIEW
A new client signs up for Payroll services with Prominent Financial Consultants. Our pricing is $250 per month for the first 3 employees, and $50 per month for each additional employee. The client currently has 5 employees. Show your calculation step-by-step and provide the final monthly amount that will be billed. Answers without an explanation will not be considered.
Please write your answer as if you were explaining it to a client via email.
Education:
High school or equivalent (Preferred)
Experience:
Customer service: 3 years (Required)
Work Location: In person
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