Administrative Assistant
1 month ago
We are an established financial planning company in Irvine. We are a small staff, and are looking for an additional Administrate Assistant on our operations side. The primary duties related to the position are:
- Ensure clients are received in a professional, friendly manner.
- Ensure that all administrative tasks are completed in a timely manner.
- Ensure a professional environment is maintained.
Associated tasks are (not limited to):
- Process client paperwork (new accounts, journals, distributions, etc.).
- Handle incoming phone calls and routing them to the appropriate staff member.
- Handle mail on a daily basis.
- Be responsible for all aspects of compliance filing.
- Greet and welcome all clients and prospects who arrive for appointments.
- Contact clients for scheduling purposes.
- Ensure etiquette letters are sent promptly.
This is a full time position, and the hours are expected to be 8AM to 5PM. Experience in the financial services industry is preferred, but not required.
Pay: $40,000.00 - $44,000.00 per year
**Benefits**:
- 401(k)
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Ability to Relocate:
- Irvine, CA 92614: Relocate before starting work (required)
Work Location: In person
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