Job Title: Financial Planner Administrative Assistant

Status: Full Time in North San Diego, CA; Non-Exempt

Pay Range: $58 - 67K annual salary, depending on experience

Relevant Work Experience: 2 years office administrative and client service experience

Job Category: Administrative and Support Services

About us -

We are located in North San Diego, CA (Rancho Santa Fe). Our clients are among the area’s most prestigious professionals. Our team is cohesive, collegial, fast-paced, and professional, and we care deeply about helping clients achieve their financial goals and dreams. Together, we provide our clients with a top-notch service experience. A significant component of the delivery of our experience is the service that is provided by our administrative support professionals.

About you –

You enjoy helping clients, developing rapport, and making sure they are taken care of. People often comment on your warm, friendly, and professional presence. These are the soft skills you possess:

· You have outstanding oral and written communication skills, and enjoy speaking to clients

· You are naturally very organized with very strong attention to detail

· You are adept at project management and tracking progress with an eye on deadlines

· You can handle pivoting to changing priorities in a fast-paced environment

· You value your work life, enjoy learning, and have the aptitude to learn new things quickly

· You like to work independently and often can figure things out on your own

· You are self-motivated when it comes to your personal performance

The Job Responsibilities –

This administrative position is full time, 40 hours per week

• Provide triage service to our practice’s clients, handling incoming client calls and emails for service requests; assigning them to team members and tracking progress/completion
• Set client appointments and manage the advisor’s calendar and meeting logistics
• Assist with preparations for meetings with clients by running reports and gathering needed materials
• Assist with marketing projects to increase visibility through advisor’s website and other marketing avenues
• Data input into Redtail CRM software
• Cross-train with other team members to provide back-up when needed

Key requirements –

· 2 years prior administrative experience preferably supporting an executive and working directly with clients; prior work in wealth management is highly desired

· 2 years of client service experience is required

· Experience with marketing for a business owner is highly desired

· Excellent verbal and written communication skills

· Strong proficiency in Microsoft Office Suite 365 – particularly Word, Excel and Outlook

· Strong computer aptitude: ability to learn new systems quickly

· Experience with CRM/Database systems is a plus (we use Redtail)

We offer -

A supportive and professional environment, a salary commensurate experience and a real opportunity for professional development. Benefits include stipend for health care, retirement plan and a health plan, and very generous paid time off.

Equal Opportunity Employer

This financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN-6420099-022224

Job Type: Full-time

Pay: $58,000.00 - $67,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Administrative: 2 years (Required)
• Client services: 2 years (Required)
• CRM software: 1 year (Preferred)
• Wealth management: 1 year (Preferred)
• Microsoft 365: 3 years (Preferred)

Ability to Commute:

• Rancho Santa Fe, CA 92067 (Required)

Work Location: In person