What are the responsibilities and job description for the Administrative Assistant - Corona, CA position at Advisor Talent Solutions?
Position: Administrative Assistant
Firm: Safeguard Investment Advisory Group
Location: Corona, CA
Overview:
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm, Safeguard Investment Advisory Group, in Corona, CA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
What you’ll do:
Pay & Perks:
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Firm: Safeguard Investment Advisory Group
Location: Corona, CA
Overview:
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm, Safeguard Investment Advisory Group, in Corona, CA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!
What you’ll do:
- Answer phones and greet clients in a friendly, positive, and warm manner
- Be the first point of contact for prospects and clients
- Maintain office supplies and out-going correspondence
- Assist clients with issues and concerns
- Build and improve upon client relationships
- Database management
- Set appointments with clients and assist Advisor with calendar management
- Pre-appointment preparation including compiling account summaries
- Maintain office filing system, both paper and electronic
- Record notes from client conversations
- Other industry-specific tasks as needed
- Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client reviews and prospects plan prep
- Attend and support bi-monthly seminars
- Administrative office experience in a faced-paced environment
- Advanced skills with MS Office Suite
- CRM experience
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Savvy customer service, to include excellent communication, both verbal and written
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Good natured, positive attitude
- Ability to demonstrate persistence to achieve quality
- Collaborative team player willing to assist others
- Financial industry experience preferred
Pay & Perks:
- Starting at $25/hour
- PTO
- Medical/dental insurance
- In office: Monday-Friday, 8:30am-5pm
- Some evenings required for client events, 2-4 nights/month
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com