Administrative Assistant/Customer Service Representative

Company Description
Shield Financial & Insurance Services is a family-owned and operated independent financial advisory firm committed to providing outstanding service to its clients. The firm prioritizes client education and communication and is dedicated to helping clients make informed decisions that are in their best interests.

Role Description
This is a full-time on-site role for a Customer Service Representative / Administrative Assistant in San Ramon, CA. The representative will be responsible for providing customer support and ensuring customer satisfaction. Day-to-day tasks include answering phone calls, responding to emails, filling out applications, and providing administrative support.

Qualifications
- Excellent communication and interpersonal skills
- Strong phone skills
- Ability to prioritize and multitask
- Proactive problem-solving skills and ability to take initiative
- Computer literacy and proficiency in Microsoft Office preferred
- Experience in customer service and administrative support preferred

Job Type: Full-time

Pay: $16.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Work Location: In person