Administrative Assistant

1 week ago


Laguna Niguel, United States Asset Plan Partners Full time

Company Description

Independent Insurance Agent/Registered Principal, one man operation, providing services to individuals and small business owners. Majority of business is providing counsel to Pre and Post retirees concerns, which includes Insurance, Investments, Retirement Income and Estate Planning.


Role Description

This is a full-time on-site role for an Administrative Assistant located in Laguna Niguel, CA. Administrative Assistant will be responsible for providing administrative support, managing phone communication, implementing effective communication strategies, and assisting with administrative tasks and clerical duties on a day-to-day basis.


Qualifications

  • Administrative Assistance skills
  • Strong Phone Etiquette and Communication skills
  • Clerical Skills
  • Ability to maintain confidentiality and professionalism
  • Excellent organizational and multitasking abilities
  • Proficiency in Microsoft Office applications
  • Experience in a financial or related industry is a plus


Hourly/Salary based upon experience in the Financial Services industry. Hours are flexible.



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