PEPC Classifieds

 

In 2012, the Board of Directors passed a resolution that PEPC will establish a Classifieds page on our website for job announcements, office space, or industry-related books or equipment for sale. The fee to place an ad will be $25 per listing for a period of 30 days. To place your ad, please contact Jim Griffiths at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

 


 

 

JOB OPENINGS

 

Client Service Specialist - Private Portfolios, Inc.

Our firm is a successful family owned small business. We offer a stable work environment and we are seeking an experienced individual who can interact with our clients and support our Advisors in all areas. There are many specific job duties, below is a general summary:

Job Description

  • Administrative and support functions of all types
  • Prepare and process documents for accounts and transactions
  • Handle routine client questions
  • Compose and send letters and emails to clients at direction of Advisor
  • Handle incoming account transfers and distributions
  • Schedule appointments and conference calls and follow-up with clients
  • Help coordinate client appreciation events
  • Periodic outbound check-in calls to clients
  • Assist with our duties and projects as assigned
  • Located in San Mateo

Qualifications

  • Minimum 2-3 years experience in the securities industry
  • Experience with operations and client service
  • Technically competent with client databases, brokerage platforms, Internet, software applications
  • Detail oriented with good organizational and time management skills
  • Excellent client relationship skills
  • Ability to work cooperatively in a small office team environment
  • Ability to work on a regular and predictable basis
  • Self-motivated, punctual, energetic, positive

Compensation

  • Base salary
  • Additional bonus potential
  • 401(k) Plan with matching

Hours

  • 8:30-4:30 Mon-Thurs, 8:30-2:30 Friday

Please send resumes to This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Click to download a formatted version of this announcement.

 

FOR SALE

 

Quartet Portable DuraMax Flip Chart Easel

Lightweight, dual-purpose easel. Foldable for quick, easy storage and stacking.

  • Suitable for heavy use and perfect for office or meeting rooms
  • Spring-loaded flipchart retainer securely holds large flipchart pads in place
  • Pedestal base collapses into easel body for easy stacking and storing
  • Molded handgrips make transport virtually effortless. 
  • Accessory compartment and storage tray are built-in

Excellent condition.

$75. Located in Castro Valley, but will deliver to a PEPC meeting.

Contact Jim Griffiths at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

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