Position Overview

The primary responsibility of this position is to support Financial Advisor(s) and their team in developing and maintaining positive client relationships. The ideal candidate would be a caring, highly service-oriented person who displays exemplary attention to detail, a willingness to learn, thrives on multi-tasking in a fast-paced environment, is able to adapt to a variety of web-based platforms, accept all tasks cheerfully, is an organized self-starter and most of all, enjoys working with people.

Position Requirements

• Bachelor’s Degree preferable, not required

• Ability to organize, prioritize, plan ahead and multi-task

• Ability to create a positive work environment and effectively function as a team player

• Ability to work under pressure and juggle multiple deadlines

• Ability to communicate with co-workers, clients, and various business contacts in a friendly, courteous and professional manner

• Skill in effective verbal and written communication

• Skill in operating office equipment including personal computer, multi-function printer/scanner

• Skill in utilizing Microsoft Word, Outlook, Docusign, Zoom

Position Duties/Tasks - This position is responsible for, but not limited to the following:

• Assist Director of Client Services in maintaining Advisor(s) calendar

• Schedule & confirm appointments, sometimes coordinating with multiple parties

• Answer the phone, provide customer support, take client service inquiries, maintain records & notes in Salesforce (our CRM).

• Assist in preparation and follow up of new account paperwork & Docusigns

• Assist Advisor in preparing for client appointments

• Troubleshoot client account issues and/or forward to appropriate team member for resolution

• Maintain advisor records, logs, and blotters

• Utilize internet-based technology to submit email communications to clients

• Assist in dissemination of quarterly performance reports

NOTE: We will train the candidate in all of these duties, tasks and systems.

Salary depending on experience

We offer competitive compensation and benefits packages. If you are a motivated individual with strong administrative skills, we would love to hear from you. Apply now to join our team as an Administrative Assistant!

Job Type: Full-time

Pay: $52,522.00 - $55,965.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• office: 2 years (Required)

Ability to Commute:

• Irvine, CA 92618 (Required)

Work Location: In person