Company Description
Peak Financial Planning is a unique financial advising firm located in Los Angeles, CA, with a focus on empowering individuals to achieve their financial goals. The company operates with a commitment to fee-only services, fiduciary responsibility, and client education. We specialize in building retirement income, tax, and investment plans for individuals and couples within 5 years of retirement or already retired.
Role Description
This is a full-time hybrid role for an Office Manager at Peak Financial Planning. The Office Manager will be responsible for handling administrative tasks, managing office equipment, providing excellent customer service, and overseeing office administration. This role will be based in Canoga Park, CA, with flexibility for some remote work.
Qualifications
- Communication and Customer Service skills
- Administrative Assistance and Office Administration skills
- Proficiency with Microsoft Excel and Word
- Strong organizational and multitasking abilities
- Attention to detail and problem-solving skills
- Experience in the financial services industry is a plus