Administrative Assistant

1 month ago


Irvine, United States IWM Partners Full time

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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