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We are looking for a motivated Office Assistant to support operations during a financial services event in Palo Alto, California. This contract position requires someone with strong sales experience, excellent communication abilities, and a general understanding of financial services. You will play a key role in ensuring a smooth event experience, engaging with attendees, and promoting business opportunities.
Job Responsibility:
Represent the organization at the event, building meaningful connections with attendees and promoting services effectively
Assist with event logistics such as managing registration and providing attendees with detailed information about the organization
Leverage sales skills to identify potential leads and initiate discussions about financial services solutions
Offer knowledgeable support on financial services topics, addressing attendee inquiries with professionalism
Collaborate with the event team to ensure seamless operations and an exceptional experience for all participants
Handle receptionist duties during the event, including greeting attendees and directing them to the appropriate resources
Perform clerical tasks such as scanning documents and maintaining accurate records
Respond to inbound calls and inquiries, providing excellent customer service
Support networking activities and foster business development opportunities
Ensure all event-related tasks are completed efficiently and professionally
Requirements:
At least 2 years of proven sales experience
Strong interpersonal and communication skills
Basic understanding of financial services, including industry trends and common products
Ability to multitask and perform efficiently in a fast-paced event setting
Detail-oriented approach and customer-focused mindset
Experience in clerical tasks such as scanning and document management
Proficiency in handling receptionist duties, including answering calls and greeting clients
Strong organizational skills and attention to detail
Familiarity with providing knowledgeable support in financial services-related topics
What we offer:
Medical, vision, dental, and life and disability insurance
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