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Job Postings From Our Members

Please contact Linda Costello with your job posting (for our members only) at:
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Job Postings - Fallbrook Chamber of Commerce - MoffatFin_logo
Moffat Financial Group
(760) 731-0489
5256 South Mission Road, #903
Bonsall, CA 92003

Compensation: $12 to $15 Hourly


Individual is responsible for the day-to-day administrative support to three investment professionals and renders exemplary client service on the phone, via email, and in person. Duties are administrative including client support, answering phones, calendar management, client meeting preparation assistance. 

Key areas of responsibility:
• Perform telephone and office reception duties in the utmost professional and courteous manner
• Ensure superior client experience - providing excellent administrative and organizational support in all client related matters 
• Provide comprehensive administrative support to management and investment professionals 
• Establish and maintain client files in contact management system and on secure digital filing system 
• Write and proofread business correspondence, including e-mail, fax, and letters 
• Arrange and coordinate appointments and confirm as reminder to clients 
• Perform general office duties - maintenance of filing system, copy, scan, shred, mailings, light research, & supply orders 
• Follow-up on the various assigned tasks to ensure timely completion 
• Assist with special projects and perform other related duties as needed 
• Perform other tasks as needed. . .

Desired Skills and Experience Requirements: 
• At least 2 years of successful administrative and operations experience required 
• Associates or Bachelor's degree 
• Applicant must have a high level of professionalism and possess exemplary client service skills 
• Excellent communication and follow-up skills 
• Ability to work independently and perform work accurately and consistently 
• Confident self-starter that demonstrates initiative and good judgment 
• Working knowledge of MS Office, including Word, Excel, PowerPoint, Outlook, etc. . . 

At MOFFAT FINANCIAL GROUP, we are passionate about helping our clients achieve their financial goals and are committed to exemplary service. If you share these qualities, please apply by e-mailing your resume.




Job Postings - Fallbrook Chamber of Commerce - DreamDinnersJobPost

Posted 1/9/2018

Job Postings - Fallbrook Chamber of Commerce - Grant_Writing_Intern-1
Job Postings - Fallbrook Chamber of Commerce - Grant_Writing_Intern-2


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Posted 9-2017


Job Postings - Fallbrook Chamber of Commerce - FCC_logo_headerFINAL 

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