Office Marketing and Administrative Assistant
Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial, Thousand Oaks, CA, United States
Hoss Retirement and Insurance Services, Inc. (DBA - Hoss Financial) designs customized financial plans to help clients achieve their income goals while managing risk. By aligning investment strategies, such as fixed income portfolios, hybrid annuities, and professional money management advisory accounts, the company helps secure and grow client assets. Dedicated to protecting what matters most, Hoss Financial focuses on creating tailored solutions for individuals and families. The company prioritizes attention to detail and personalized care in every financial plan.
Role Description This part‑time/full‑time hybrid role as an Office Marketing and Administrative Assistant is based in Westlake Village, CA, with flexibility for some remote work. Responsibilities include managing daily administrative tasks, supporting marketing initiatives, organizing schedules, making outreach calls to prospective clients, maintaining communication with clients and team members, and assisting with sales‑related support. The role will require collaboration, organization, attention to detail, and proactive contributions to help the office function efficiently and professionally.
Qualifications
Proficiency in Administrative Assistance and exceptional Organization Skills
Strong Communication skills, both written and verbal, with the ability to maintain professional relationships
Proficiency in making outreach calls and scheduling appointments
Experience or understanding of Marketing strategies and initiatives
Familiarity with Sales processes and lead management
Proficient in using office productivity tools and software such as CRM and Salesforce
Strong attention to detail and ability to meet deadlines
Ability to work independently and adapt to hybrid work settings
Previous experience in finance or insurance industries is a plus
Equal Opportunity Employer
#J-18808-Ljbffr
Role Description This part‑time/full‑time hybrid role as an Office Marketing and Administrative Assistant is based in Westlake Village, CA, with flexibility for some remote work. Responsibilities include managing daily administrative tasks, supporting marketing initiatives, organizing schedules, making outreach calls to prospective clients, maintaining communication with clients and team members, and assisting with sales‑related support. The role will require collaboration, organization, attention to detail, and proactive contributions to help the office function efficiently and professionally.
Qualifications
Proficiency in Administrative Assistance and exceptional Organization Skills
Strong Communication skills, both written and verbal, with the ability to maintain professional relationships
Proficiency in making outreach calls and scheduling appointments
Experience or understanding of Marketing strategies and initiatives
Familiarity with Sales processes and lead management
Proficient in using office productivity tools and software such as CRM and Salesforce
Strong attention to detail and ability to meet deadlines
Ability to work independently and adapt to hybrid work settings
Previous experience in finance or insurance industries is a plus
Equal Opportunity Employer
#J-18808-Ljbffr