Administrative Coordinator

2 months ago


Aliso Viejo, United States Accelerate Retirement Full time

Company Description

Accelerate Retirement is an SEC-registered investment adviser specializing in corporate retirement plan management and guiding individuals toward successful retirement.


Role Description

We are seeking a full-time Administrative Coordinator to join our team at Accelerate Retirement in Aliso Viejo, CA. This hybrid role includes three to four days a week in our office and one to two days working from home.


Key Responsibilities:

  • Manage calendars and schedule appointments for team members.
  • Answer phone calls and respond to inquiries in a professional manner.
  • Process client paperwork.
  • Facilitate client account onboarding by managing paperwork and documentation.
  • Perform ad-hoc administrative tasks as needed to support the team.
  • Run client reports and help prepare for client meetings.


Qualifications:

  • Experience in administrative roles.
  • Strong organizational and time-management skills with attention to detail.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software.
  • Excellent communication and interpersonal skills.
  • Willingness to learn and adapt to new systems and processes.


What We Offer:

  • Competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A collaborative and supportive work environment.
  • 100% coverage of employee health, vision, and dental insurance premiums.
  • 18 PTO days and 14 paid holidays per year.
  • 401(k) employer contribution.
  • Annual bonus.




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