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Office Assistant - Santa Barbara, CA

Company: HOMEOWNERS FINANCIAL GROUP USA
Location: Santa Barbara
Posted on: October 17, 2020

Job Description:

Work for an Award Winning Company Culture!Are you an independent, self-starting, team player with a positive attitude? Are you passionate about giving back to your community? Do you want to work for a company that we like to think as the happiest place in mortgage and has been voted a Best Place to Work for the last 15 years? Join our family at Homeowners Financial Group and you can take advantage of our great benefits.Benefits:

  • 9 paid holidays
  • Generous paid time off policy
  • Cigna Healthcare Benefits including vision, medical, life and dental
  • 401k
  • Employee tenure program
  • President's Club for both Sales and Operations staffWho We Are: Homeowners Financial Group has over 350 employees in 35 offices across the country and has helped tens of thousands of homeowners realize home ownership. We are not your typical mortgage company: we foster a family environment, we give back to the community through dozens of charities and we love what we do!Who We Want: We want an Office Assistant who will perform general administrative duties including clerical, receptionist, and project-based work in support of the branch. The position requires proficient knowledge of Microsoft Suite, have a good attention to detail, and performs duties in a positive, professional, and friendly manner.Essential Duties:
    • Answers phones and route calls accordingly and helps filter questions if possible
    • Greets guests in a professional, friendly manner and notifies employees of guest arrival
    • Proactively track projects/tasks to ensure work is completed on schedule
    • Creates and delivers inter and intra departmental written and verbal communication to ensure that the coordination is successful
    • Prepares and edits correspondence, communications, presentations, and other documents
    • Pursues delegated tasks to completion
    • Establishes, develops, maintains, and updates filing system for department or branch
    • Retrieves information from files when needed
    • Conducts research, collects, and analyzes data to prepare reports and documents
    • Manages and maintains branch employees' schedules and appointments
    • Arranges and coordinates meetings and events
    • Monitors, screens, responds to, and distributes incoming communications
    • Mails items and sorts mail for office employees
    • Writes up service calls and job tickets
    • Orders and tracks office supplies
    • Processes paperwork and files under direction of branch employees
    • Manages and executes the team Marketing Calendar
    • Maintains and sends out monthly mailings
    • Plans and executes branch events
    • Creates and sends out videos to customers, vendors, and referral partners
    • Exhibits extreme discretion in handling all business matters
    • Participates in HFG internal meetings and required trainings
    • Maintains a professional image and demonstrates an understanding of and follows all HFG Policies and Procedures
    • Other duties as assigned Qualifications:
      • High School Diploma or GED equivalent required
      • Minimum of 1 years of administration experience preferred
      • Proficient PC skills to include Excel, Word, and Microsoft Outlook
      • Excellent written and verbal communication skills
      • Strong customer service skills to internal and external customers
      • Ability to develop positive relationships
      • Exceptional organization and time management skills
      • Ability to manage multiple tasks and deadlines in a fast paced environment
      • Must be able to implement written procedures
      • Independent, self-starting, team player with a positive attitudeWorking Conditions:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job may require handling objects up to 10 pounds frequently and 20 pounds occasionally. While performing the duties described herein, the employee is regularly required to sit; use hands and fingers to handle or feel in addition to talking and hearing. The employee is frequently required to stand and walk. The noise level in the work environment is usually moderate. Office environment is normally climate-controlled.Employee's signature below constitutes employees understanding of the requirements, essentials functions and duties of the position.PM20PI124368278

Keywords: HOMEOWNERS FINANCIAL GROUP USA, Santa Barbara , Office Assistant - Santa Barbara, CA, Administration, Clerical , Santa Barbara, California

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