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Financial Planning Ministry

Customer Service/Office Assistant

Financial Planning Ministry
Irvine, California, United States

Date Posted: 05/11/2015
Categories: Administrative - Church/Ministry - Customer Service
Job Type: Full-Time

Job Description:

Financial Planning Ministry, a Christian non-profit organization, providing estate planning seminars and document preparation assistance to members of Christian Organizations for over 30 years is looking to add a customer service specialist to the team. 


Duties and responsibilities include but are not limited to the following:

  • Answer telephone calls, respond to general inquiries and transfer calls as necessary
  • Assist Event Coordinator by typing up seminar attendee lists, send follow- up emails and make calls to offer individual appointments
  • Send Survey Invitations to seminar attendees and members
  • Maintain order list and coordinate shipment of seminar materials to various locations nationwide
  • Receive, acknowledge and distribute mail and faxes
  • Order office supplies and other printed materials as needed
  • Assist Director with various projects including but not limited to file organization and maintenance, scanning projects, marketing, sponsor development, data entry, etc.  


Ideal candidate will have at least 1-2 years of experience as a customer service specialist, particularly enjoys helping people, and has a professional phone demeanor. Ideal candidate will also have Intermediate MS Office skills (Outlook, Word, Excel) and knowledge and experience in estate planning is a plus. 


Financial Planning Ministry offers excellent benefits including paid time off, health, dental, vision, etc., a great working environment and a chance to be a part of Kingdom work.   If you’re interested in becoming a part of this wonderful ministry, please submit your resume with salary requirement/history and a cover letter that includes a brief statement about your faith and church involvement to


Only resumes accompanied by a cover letter will be reviewed.