Office Assistant - Full-time

OFFICE ASSISTANT POSITION

Mendocino Fiduciary is currently seeking a self-motivated individual to fill a part-time position to work 30 - 40 hours a week at our Mendocino office. This individual will provide administrative support and indirect client services in an exciting and active office setting.

About Mendocino Fiduciary

As a fiduciary, we provide personal and financial management services for clients. This work is both rewarding and challenging as we often deal with difficult, complex and emotional client needs and situations. You will be required to use problem-solving skills on a daily basis, which requires attention to detail and compassion.

Our Fiduciary responsibilities include managing client’s financial assets in trusts, estates and as a power of attorney. Clients entrust us with responsibility to care for them and their assets. Confidentiality and discretion are mandatory.

Office Assistant position

Our ideal candidate is able to deal with these complex situations in a respectful and efficient manner. You must be able to manage multiple priorities and be willing to assist staff and clients with unique problems. Experienced bookkeeping skills are required.

Specific responsibilities include:

Process mail, filing, answer phones, general office administration activities

Assist with maintaining and improving client managements systems

Assist with project management and due date systems

Maintain client files via hard copy and scanning in computer files

Bookkeeping and bill pay for multiple client activities

Assist with transfer of client’s data to fiduciary’s responsibility

Correspondence support with clients, family members, vendors, attorneys, etc. as needed

Assist fiduciary with client specific projects and actions

Assist with classes and other activities the fiduciary is involved with

Skills and Qualifications required:

Critical thinking

Detail orientated

Good verbal skills; excellent phone etiquette

Good writing skills, able to type 65 wpm

Demonstrated success in a client service environment

Ability to handle complex, sensitive and confidential material with good judgment, maturity and an optimistic outlook in a 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 Quicken, QuickBooks, Excel and Word

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.

You must be self-initiating. Knowledge of both Microsoft and Mac systems a plus. You must have a working cell phone.

All final candidates will go through a background check.

Salary starts at $23.00/hour

Please reply with a cover letter describing why you think you would be a good fit for this position, your resume, and 3 work references and 2 personal references to maggie@mendocinofiduciary.com. Any resumes received without a cover letter will be discarded.