Are you a competent, bright professional who loves to organize and coordinate the details of a financial services office?

Then this is your opportunity to become our Executive Office Administrator 

  • Would you love to anticipate and support the needs of a financial planner?
  • Do you have exceptional attention to detail and an ability to create error-free work?

If you said yes, this is your opportunity to become our Executive Office Administrator

If your heart sings at the thought of administrating a small professional office, making it run smoothly and you enjoy assisting clients, providing, friendly exceptional service, we need you.

Who we are: Janet D. Peake MBA, CFP, EA operates a small office and staff in Nevada City, CA. to help a wide variety of clients create quality financial planning to fit their vision and needs.

You will use your skills to:

  • Be the first and primary contact for client service needs
  • Support the needs of the owner and other tax and financial planning professionals

Knowledge/Skills/Competencies required:

  • Apple (Pages, Numbers, iCalendar)
  • MS Office suite (Excel, Word)
  • Google (Gmail, Drive, Calendar)
  • Paperless office management
  • An AA degree is required and a BA preferred.  
  • 3 years office experience required. 

If you have integrity, and an ethical, honest, and extreme ability to maintain client confidentiality plus a desire to work independently and be a calming influence in the office and for clients be sure to apply.

Do you have a valid California state drive’s license, insurance and can pass a FINRA Fingerprinting criminal check? Good news.

This is a full time position 9AM to 4pm M-F $16.00 to $20.00 hour depending on experience. Raises for good performance plus paid time off.

To apply, follow these three application steps:

To apply, follow these three application steps:

  1. Send your resume to: PeakeCareers@gmail.com
  2. Click Here to proceed to our Employment Survey.
  3. At the end of the survey you will see the link to a required Skills Quiz

****You will not be considered unless you complete these three application steps.****

If this sounds like the perfect opportunity for you, then follow these three steps to apply:    

1.    Send your resume to:  PeakeCareers@gmail.com

2.   Click Here to proceed to our Employment Survey.      

3.    At the end of the survey you will see the link to a required short Skills Quiz

You will not be considered until you complete these three application steps.