Financial Retail Sales Assistant - Non-Registered jobs in Santa Maria, CA

Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

Recently Added Financial Retail Sales Assistant - Non-Registered jobs

C
Department Assistant (Non-Academic) (Financial Aid & Records)
  • Cuesta College
  • San Luis Obispo, CA FULL_TIME
  • Cuesta College

    Salary: $48,168.00 - $53,100.00 Annually
    Job Type: Full Time
    Job Number: FY2223-00196
    Location: Cuesta College - San Luis Obispo Campus, CA
    Department: Student Success & Support Programs
    Closing: 7/5/2023 11:59 PM Pacific

    Job Description Summary

    This position will be assigned to work Monday through Friday 8:00 am - 5:00 pm. Hours may vary depending on office needs. The assignment is for the San Luis Obispo campus.

    DEFINITION
    Under general direction serve as an assistant to the Department Director to implement processes affecting district employees at diverse levels; perform difficult, complex, and responsible secretarial/clerical work requiring interpretation of written and/or financial documents, the ability to independently assemble data and information, and the ability to compile reports that require considerable independent judgment.

    DISTINGUISHING CHARACTERISTICS
    Positions in the Department Assistant class are distinguished from other positions in the secretarial series by the requirement that incumbents perform duties related to Administrative Services and campus needs involving direct employee contact and requiring a working knowledge of college organization, programs, college regulations and procedures. Must have the ability to work independently and to maintain confidentiality of personnel matters, records and other sensitive files and information. Train and oversee the work of student and temporary assistants, and classified employees.

    ABOUT THE COLLEGE
    Where You Will Work
    Serving all of San Luis Obispo County, Cuesta College has provided comprehensive associate degree offerings, certificates, and community programs to the region since 1964. The main campus is located along scenic highway 1, west of San Luis Obispo and east of the beaches of the Pacific Ocean. Cuesta College has a North County Campus in Paso Robles, and South County Center, in Arroyo Grande.

    Who We Are
    Equity, diversity, and inclusion are essential to our culture and the work we do. Cuesta College is proud to be a designated Hispanic-Serving Institution (HSI) committed to racial and socio-economic diversity as it reflects our communities and student populations. We actively seek to attract candidates who share this commitment to equity, diversity, and inclusion. As part of the Cuesta College team, you can expect to be part of a collaborative community of faculty, classified professionals, administrators, students, and community partners advancing educational excellence with intentional support services leading to student success and completion.
    Additional information about the college can be found at
    https://www.cuesta.edu/about/index.html
    The college planning documents can be found at
    https://www.cuesta.edu/about/collegeplans/index.html
    Our Student Equity Action Plan can be found at
    https://www.cuesta.edu/about/info/equity/index.html
    We offer comprehensive benefit options. Information about benefits can be found at
    https://www.cuesta.edu/about/depts/benefits-insurance/index.html

    Essential Functions & Qualifications

    ESSENTIAL FUNCTIONS FOR POSITIONS IN THIS CLASS MAY INCLUDE:
    Monitor budget records and expenditures, general requisitions and purchase orders;
    Monitor budget for student/hourly wages; complete requisitions; order office and specialized supplies;
    Assist in preparation of budget estimates;
    Advise Director/Administrator of budget estimates and balances; identify and recommend areas for budget transfers;
    Screen callers, secure and provide information;
    Independently assemble and organize financial and other data for reports and operating manuals;
    Compile reports for Director's/Administrator's review;
    Organize and oversee the day-to-day operation of the office; schedule, assign, and monitor completion of office projects; prioritize workload so that assignments are completed as needed;
    Serve as receptionist for the department, including providing information, taking and delivering messages;
    Schedule appointments for Director/Administrator;
    Prepare for and assume responsibility for monthly and/or yearly activities, including development and duplication of forms and room reservations, and notify all concerned;
    Arrange meetings and notify persons to be present;
    Organize information and data; type and assemble reports for federal, state, and local agencies;
    Word process and/or compose materials, independently and from general direction, such as correspondence, agendas, memoranda, minutes, reports, evaluation forms, and other materials as needed;
    Operate a computer terminal such as a microcomputer with applications including but not limited to word processing, spread sheets, and database management systems;
    Record and transcribe notes and distribute minutes and agenda items for department meetings;
    Attend meetings in the absence of the Director/Administrator;
    Interview, recommend for hire, train, schedule, and oversee the work of clerical assistants, student and hourly workers, and classified staff;
    Distribute and collect absence forms for department personnel each month; obtain necessary signatures and forward to Payroll;
    Verify, obtain signatures and submit time cards for hourly workers to Payroll each month;
    Interpret college policies and procedures to the public and staff;
    Provide information on policies and procedures for the department;
    Serve as liaison between Director/Administrator and others;
    Defuse angry employees and public. Attempt to resolve the situation;
    Perform other related duties as required.

    ESSENTIAL FUNCTIONS SPECIFIC TO PARTICULAR POSITIONS IN THE CLASS MAY INCLUDE:

    Facilities Services, Planning and Capital Projects Department Assistant

    Schedule and reserve Non-Academic and External User facility requests, obtain information vital to each request, including Certificates of Liability and non-profit status;
    Obtain, track, and ensure permits (Fuel, elevator, hazardous materials, pool, and others as needed) are kept current, process for renewal for compliance;
    Maintain and monitor Hazardous Material files and records;
    Attend meetings with, and in the absence of the Director;
    Create, receive, process and maintain department purchase orders, requisitions and invoices;
    Serve as Work Order Administrator to monitor and review incoming work orders for Skilled Maintenance, Motor Pool and Custodial departments, and dispatch to appropriate areas;
    Compile facility activity to be input on campus calendars for Public Safety, HVAC, and Custodial Departments;
    Serve as dispatch on two-way radio;
    Maintain, monitor and update vehicle inventory and files, including knowledge of DMV forms and practices;
    Maintain and reorder department supplies (Office supplies, batteries, fuel, 2-way radios, etc);
    Serve on Hiring committees as needed;
    Schedule Vehicle requests.

    Administrative Services Department Assistant - Capital Outlay Projects Department Assistant

    Compile and refine data and develop reports to satisfy Federal and State Mandates of District wide asset inventory;
    Coordinate construction processes with the Department of State Architecture to include project certification, closure and invoicing;
    Monitor funding and expenditures and assist in compiling state reimbursement reports for deferred maintenance, hazardous substance and capital outlay;
    Coordinate and assist in developing bid documents for funded capital outlay projects (insuring that appropriate insurance, bond and administrative requirements are satisfied);
    Maintain and monitor expenditures in group one and group two in all construction phases files and records;
    Review construction proposals. Track expenditures;
    Independently assemble financial and/or program data and information required for reports. Compile reports for Administrator's review;
    Organize information and data type and assemble reports for federal, state, and local agencies;
    Independently assemble and organize information and financial data for reports. Assume responsibility for follow-through so that preparation for monthly or yearly activities is completed on a timely basis, including development and duplication of necessary forms and data and notify all concerned;
    Provide support materials and minutes for councils and committees;
    Audit department and capital outlay bookkeeping records against Banner;
    Consult and coordinate with Facilities Services in regards to capital outlay, deferred maintenance, insurance and state and local agencies;
    Maintain a variety of hard copy and electronic files including capital outlay, deferred maintenance, insurance and contract files;

    Duties may require the physical ability to:
    Read and comprehend printed matter and text and data on computer monitors;
    Communicate intelligibly and effectively via speech, telephone, written correspondence, and/or email;
    Understand and carry out oral and written directions;
    Work at a desk, conference table or in meetings of various configurations;
    Sit or stand for extended periods of time;
    Lift and/or carry 25 pounds;
    Manual dexterity sufficient for keyboard and other office equipment operation.

    ESSENTIAL FUNCTIONS OF PARTICULAR POSITIONS WITHIN CLASSIFICATIONS MAY VARY BECAUSE JOB DUTIES MAY VARY BY WORK LOCATION.

    QUALIFICATIONS

    Education:
    Preferred

    Associate degree, including or supplemented by secretarial science, office management, and public relations courses.

    Experience:
    Required

    Two years of experience equivalent to a Secretary II or III at Cuesta College; or
    Three years of increasingly responsible clerical/secretarial experience.
    Or any equivalent combination of education and experience.

    Knowledge of:
    Record keeping;
    Modern office practices, procedures, and equipment;
    Correct English, spelling, punctuation, and grammar;
    Methods of writing correspondence and reports;
    College organization, policies, and rules;
    Current technologies, personal computer, and associated office software such as word processing, spreadsheet, presentation, and/or database software;
    Principles of business letter and report writing;
    Computer programs necessary for record keeping and databases;

    Ability to:
    Demonstrate a sensitivity to and understanding of the diverse academic, socioeconomic, cultural, and ethnic backgrounds of staff, external customers and students, and of staff, external customers and students with physical and learning disabilities;
    Establish and maintain cooperative working relationships with administration, faculty, staff and others contacted in the performance of duties;
    Communicate effectively orally and in writing;
    Maintain a variety of files.

    Licenses/Certificates:
    Required

    Possess a valid California Driver's License.

    Additional Information
    REQUIRED DOCUMENTS TO APPLY
    Candidates will be required to submit ALL of the required documents below when applying for this position. When uploading documents, PDF uploads are preferred.

    Cover letter;
    Resume;
    Reference List (see further instructions below);
    Diversity statement (see further instructions below). Diversity Statement Instructions: Cuesta College is committed to building and maintaining a workforce that reflects and honors the diversity of our students. It is important to us that our faculty, staff, and administrators demonstrate an understanding of, sensitivity to, and respect for the diverse academic, socioeconomic, ethnic, and religious backgrounds as well as sexual orientation and abilities of all constituents in the Cuesta College community. In 500 words or less, with consideration to our Mission Statement and our values expressed above, please explain how you will demonstrate your commitment to diversity, equity, and inclusion in this position. Reference List Instructions: Your reference list must include three professional references, their contact information, and their relationship to you.
    Completed online applications and all supporting documents must be submitted by the closing date for this position . LATE, INCOMPLETE, FAXED, MAILED OR EMAILED APPLICATIONS WILL NOT BE ACCEPTED.

    SALARY SCHEDULE
    Below is the full salary schedule range for this position, steps A through E. Per Cuesta College's bargaining agreement, new employees are placed at Steps A through C, which is the anticipated hiring range also listed below. The bargaining agreement also includes step and longevity increases. For a full salary schedule, please see our website: https://www.cuesta.edu/about/depts/humanresources/salary_schedules.html
    Salary Schedule Range: $4,014 - $4,879 per month.
    Anticipated Hiring Range: $4,014 - $4,425 per month.
    ADDITIONAL INFORMATION
    Cuesta College will not sponsor any visa applications.

    San Luis Obispo County Community College District ("Cuesta College") is an equal opportunity employer committed to nondiscrimination on the basis of race, ethnicity, color, religion, national origin, sexual orientation, gender, gender identity, gender expression, marital status, medical condition, pregnancy (including pregnancy, childbirth, and medical conditions related to pregnancy or childbirth), age, disability (physical and mental), genetic information, military and veteran status, or any other characteristic protected by applicable federal and state law in admission and access to, or treatment in employment, educational programs or activities at any of its campuses. Reasonable accommodations will be provided for applicants with disabilities who self-disclose. Cuesta College also prohibits harassment on any of these bases, including sexual harassment, as well as sexual assault, domestic violence, dating violence, and stalking.

    In compliance with California law, all prospective staff and students are entitled to read the Annual Security Report, published each October by the Cuesta College Department of Public Safety. This report contains information about our emergency and crime reporting procedures, as well as crime statistics for the past 3 years. You may request a copy of this report at one of our two Public Safety Offices: on SLO campus at Building 6600A or on North County Campus at building N1021, during campus business hours. You may also access the complete text of this report at the following website address: https://www.cuesta.edu/about/depts/publicsafety/clery_act

    Cuesta College uses E-Verify as part of the I-9 process to verify the work eligibility of all new hires. E-Verify is an Internet-based system that compares information from an employee's Form I-9 to data from U.S Department of Homeland Security and Social Security Administration records. For further information, visit: https://www.cuesta.edu/about/depts/humanresources/Job_Opportunities.html

    Interview Process Information
    Selected applicants will be invited to attend a Zoom interview and skills test on Wednesday, July 19, 2023.

    To be considered for this position please visit our web site and apply on line at the following link: https://www.governmentjobs.com/careers/cuesta

    The San Luis Obispo County Community College District promotes inclusiveness, prohibits discrimination, and encourages all qualified persons to apply. As an Equal Employment Opportunity Employer, Cuesta College actively seeks candidates with diverse backgrounds to assist students, staff, and faculty. For ADA (Americans with Disabilities Act) assistance with the application and/or interview process, please contact the Human Resources Office: (805) 546-3129.

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  • 20 Days Ago
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Retail Sales Manager
  • O'Neill Retail
  • Pismo Beach, CA PART_TIME
  • YOUR ROLE As the Sales Manager, you support the Store Leadership Team by rocking out strong LOD (Leader on Duty) shifts and ensuring a stellar guest experience. You hold down the daily operations of t...
  • 1 Month Ago
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Retail Assistant Manager
  • O'Neill Retail
  • Pismo Beach, CA FULL_TIME
  • YOUR ROLE As the Assistant Store Manager, you support the Store Manager by rocking out strong leadership skills and ensuring a stellar guest experience. You hold down the daily operations of the store...
  • 1 Month Ago
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Registered Behavior Technician
  • Registered Behavioral Technician
  • San Luis Obispo, CA FULL_TIME
  • Registered Behavior TechnicianWebsite: www.dsp.healthInstagram: www.instagram.com/dsp.health/Developmental Specialty PartnersDevelopmental Specialty Partners is a leading ABA practice in San Luis Obis...
  • 18 Days Ago
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Sales Representative - Remote
  • UniTrust Financial Group
  • San Luis Obispo, CA FULL_TIME
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
  • Just Posted
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Sales Representative - Remote
  • UniTrust Financial Group
  • SAnta Maria, CA FULL_TIME
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
  • 1 Day Ago
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0 Financial Retail Sales Assistant - Non-Registered jobs found in Santa Maria, CA area

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Lompoc, CA
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/26/2024 12:00:00 AM
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Retail Cosmetics Sales Leader - Prestige Beauty, Santa Maria Town Center - Full Time
  • Macys
  • Santa Maria, CA
  • Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
  • 4/26/2024 12:00:00 AM
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M
Retail Cosmetics Sales Associate - Prestige Beauty Team, Santa Maria Town Center - Part Time
  • Macys
  • Santa Maria, CA
  • Are you ready to bring your amazing self to work? At Macy's, Inc., we're on a mission to create a brighter future with b...
  • 4/26/2024 12:00:00 AM
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The North Face: Sales Associate - Pismo Beach Premium Outlets
  • VF Corporation
  • Pismo Beach, CA
  • Sales Associate As a Sales Associate you will be the face of the brand to our retail customers and will be responsible f...
  • 4/23/2024 12:00:00 AM
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Sales Representative
  • American Fidelity Sales Careers
  • San Luis Obispo, CA
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 4/23/2024 12:00:00 AM
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Sales Associate - 1441 Pismo Beach, CA 93449
  • Five Below
  • Pismo Beach, CA
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 4/22/2024 12:00:00 AM
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Vans Sales Associate - Pismo Beach
  • Vans
  • Pismo Beach, CA
  • Sales Associate As one of our passionate, fun and dedicated Sales Associates, you will be the voice of our brand while e...
  • 4/22/2024 12:00:00 AM
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Sales Associate - 1409 San Luis Obispo, CA 93405
  • Five Below
  • San Luis Obispo, CA
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 4/22/2024 12:00:00 AM
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About Santa Maria, California

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$45,926 to $58,464
Santa Maria, California area prices
were up 2.5% from a year ago
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What does a Financial Retail Sales Assistant - Non-Registered do?

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