Administrative Assistant

1 week ago


Laguna Hills, United States Advisor Employee Services Full time

**Administrative Assistant**

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.

**Key Skills**:

- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Strong work ethic
- Positive and confident disposition

**Minimum Requirements**:

- 2 Years prior experience working in financial industry is a plus
- Associate's Degree
- Life & Health Insurance License Required within 1st year of employment
- Working knowledge of computers and software, (Microsoft Office)
- Ability to learn quickly and not adverse to change
- Knowledge with working in CRMs (Redtail is a plus)

**Responsibilities**:
This Administrative Assistant will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments

**Salary**:

- $55,000

**Hours**:

- 7:30am-5pm Monday-Thursday; 8am-12pm Friday



  • Laguna Hills, United States APFSC Full time

    Job DescriptionJob DescriptionWe are looking for an Administrative Assistant to perform a variety of administrative tasks and support our company’s CEO who oversees 6 different companies. Admin Assistant needs to be well-organized, have great time management skills and be able to act without guidance. Ultimately, the Admin Assistant will contribute to the...


  • Laguna Hills, United States APFSC Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceEmployee discountsFree food & snacksPaid time off We are looking for an Administrative Assistant to perform a variety of administrative tasks and support our companys CEO who oversees 6 different companies. Admin Assistant needs to be well-organized, have great time...


  • Laguna Hills, United States Compassion Recovery Centers Full time

    Job Title: Administrative Assistant Overview: **Duties**: - Serve as a personal assistant to management, handling correspondence, scheduling appointments, and organizing meetings - Maintain and organize physical and digital files, ensuring easy retrieval of documents - Perform clerical duties such as data entry, scanning, and photocopying - Utilize...


  • Laguna Hills, California, United States Advisor Employee Services Full time

    Administrative AssistantAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to youThe purpose of this position is to service the existing...


  • Laguna Hills, United States APFSC Full time

    Job DescriptionJob DescriptionJOB BRIEF We are looking for an Administrative Assistant to perform a variety of administrative tasks and support our companys CEO who oversees 6 different companies. Admin Assistant needs to be well-organized, have great time management skills and be able to act without guidance. Ultimately, the Admin Assistant will contribute...


  • Laguna Hills, United States Trio Realty Full time

    Job DescriptionJob DescriptionPlease do not apply if you do not have the following minimum requirements:A college degree from a reputable UniversityIf you live more than 15 minutes from Laguna Hills, CaliforniaIf you cannot type a minimum of 60 wpm on a typing testDDCM, Inc. is a growing Real Estate Development Company seeking an Administrative Assistant...


  • Laguna Beach, United States Mind Health Institute, Newport Beach Full time

    Provides high-level administrative support for a group mental health practice._ - Performs routine clerical and administrative functions to support the needs of clinicians and clients._ - Full-time position requiring the ability to consistently perform the following:_ - Greets and assists all clients upon arrival and obtains pertinent information - Collects...


  • Laguna Hills, United States O'Connor Mortuary Full time

    Starting Hourly Rate $22.00 per hour $45,760 annually - Overtime is paid for any hours beyond eight hours a day and forty hours per week at 1.5 times the hourly rate or $33.00 per hour. - Your 90-day goals will include and are not limited to the following list and will be listed in detail in your first week of employment. - Prove that you work well with all...

  • Recruiting Assistant

    4 weeks ago


    Laguna Hills, United States PrideStaff Full time

    Job DescriptionJob DescriptionA small, successful family-owned company located in Laguna Hills needs a Recruiting Assistant to join their team.  This individual will assist recruiters by performing administrative and recruiting support functions and offer marketing assistance to attract candidates and clients. This is a full-time, temp-to-hire...


  • Laguna Niguel, United States Insuresaver Insurance Agency Full time

    **Objective**: The administrative assistant is responsible for answering the phones, general office and clerical duties, managing calendars/schedules, client relations and troubleshooting customer billing, claims, and underwriting inquiries. **Duties and Responsibilities**: - Handle and document customer service issues; - Accept client payments and assist...


  • Laguna Hills, United States Empro Full time

    Empro is hiring an **office assistant/recruiter at our Laguna Hills office** to assist with customer service and administrative tasks. Calling to recruit new workers is a fundamental part of working in the office as an assistant. You will be running advertisements for new positions and then contacting the applicants, screening them, and sending the qualified...

  • Medical Assistant

    1 week ago


    Laguna Hills, United States Laguna Dermatology Full time

    Newport Cove Dermatology seeking a dedicated Medical Assistant to join our esteemed dermatology practice in Newport Beach who is willing to travel between two locations. This role involves assisting our dermatologists with patient care, managing administrative tasks, and ensuring smooth clinic operations. Immediate opening for experienced medical assistant...


  • Laguna Niguel, United States CBIZ Full time

    Status Category: **Full-Time** - Exempt/Non-Exempt: **Non-Exempt** - Scheduled Hours Per Week: **40** - Job Code: **AD133** With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing...


  • Belmont Hills, United States Bala Plaza Park Part time $15

    Job Title: Part-Time Administrative AssistantLocation: Bala Plaza ParkHours: Part-Time (20 hours/week)Pay Rate: Starting at $15/hourBenefits: None initially, with potential for full-time conversion and benefitsJob Description:Bala Plaza Park is seeking a reliable and organized Part-Time Administrative Assistant to support our team with daily administrative...


  • Laguna Beach, United States Laguna College of Art + Design Full time

    Laguna College of Art + Design is seeking a full-time experienced Administrative Assistant to the Department Chairs - Big Bend. The College is located in an internationally recognized arts colony in Laguna Beach, California and offers a diversity of majors in Animation, Graphic Design and Digital Media, Fine Art, Game Art, Illustration, and Entertainment...

  • Dental Assistant

    1 week ago


    Laguna Hills, United States Soraya dental corporation Full time

    Benefits: 401(k) Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a qualified and caring Dental Assistant to join our team! As a Dental Assistant, you will provide top-notch dental care that makes our clients feel like family. You will provide assistance to the dentist during exams and...


  • Bloomfield Hills, United States SIGMA HomeCare Full time

    Job DescriptionJob DescriptionDo you thrive in a fast-paced environment where no two days are the same? As our Full Time Administrative Assistant, you'll have the chance to be at the heart of our operations, making a real impact with your organizational skills and attention to detail. Working onsite in Bloomfield Hills, MI 48302, you'll be right...

  • Dental Assistant

    4 weeks ago


    Laguna Hills, United States Soraya dental corporation Full time

    Job DescriptionJob DescriptionBenefits:401(k)Benefits/PerksCareers Advancement OpportunitiesFlexible SchedulingCompetitive CompensationJob SummaryWe are seeking a qualified and caring Dental Assistant to join our team! As a Dental Assistant, you will provide top-notch dental care that makes our clients feel like family. You will provide assistance to the...


  • Chino Hills, United States Chino Hills Adult Day Health Care Center Full time

    Chino Hills ADHC is currently looking for an Administrative Assistant/Outreach coordinator with a BA/BS preferred (BA in Business, Marketing, Psychology, Sociology). Duties include but not limited to: - Assist Administrator with day to day operations - Answer and direct phone calls - Provide general information and support to visitors/prospective clients -...


  • Laguna Beach, California, United States Laguna College of Art + Design Full time

    Laguna College of Art + Design is seeking a full-time experienced Administrative Assistant to the Department Chairs - Big Bend. The College is located in an internationally recognized arts colony in Laguna Beach, California and offers a diversity of majors in Animation, Graphic Design and Digital Media, Fine Art, Game Art, Illustration, and Entertainment...