An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.
Administrative Assistant - Anaheim, CA Advisor Talent Solutions Anaheim, CA Job Details $65,000 - $85,000 a year 6 hours ago Benefits 401(k) Paid time off Qualifications Report preparation Customer records maintenance Customer communication Office activity coordination Customer relationship building Client onboarding Operations coordination Client rapport building Client file management Team scheduling Scanning Mid-level 3 years Administrative experience Client database systems Bachelor's degree Task prioritization Client services Client management Document imaging CRM system proficiency Data accuracy checks Physical document handling File organization Quality data entry Office record organization Customer data entry
Full Job Description Position:
Administrative Assistant Firm:
The Corban Group Location:
Anaheim, CA Overview:
The Corban Group is a fast-growing financial planning firm in Anaheim, CA , committed to delivering an outstanding client experience from the very first interaction. We are seeking a highly organized and process-driven Administrative Assistant to support administrative, client service, and operational workflows. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant, fast-paced environment don't miss this opportunity!
What You'll Do:
Provide comprehensive administrative support to the team ensuring effective organization and proactively managing schedules, priorities, and tasks to keep operations on track Complete and process new and existing client paperwork and forms Review applications and paperwork for completeness and accuracy before submission Handle document management including scanning, copying, secure uploads and emails Maintain the firm's CRM (Redtail) through accurate data entry and database management Support team by preparing reports, presentations, and meeting materials Maintain office filing system, both paper and electronic Provide support as needed at seminars and client events Back up Client Service Administrator as needed Assist the team with various administrative tasks
What We're Looking For:
Bachelor's Degree 3+ years' administrative or client service experience Demonstrates strong proficiency and confidence working across various platforms and operating systems Self-starter who takes initiative and works well independently Excellent communication; written and verbal, professional and well spoken Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Exhibits meticulous attention to detail and a commitment to accuracy Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
What You'll Get:
Pay & Perks:
$65k-$85k/year based on experience 401(k)
PTO Schedule:
In office: Monday - Friday, 9am-5pm Occasional evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com
