Find & Apply For Office / Administrative Assistant Jobs in Rocklin, California

Administrative Assistant SRS Wealth Management - 3.2 Rocklin, CA Job Details Full-time $28 - $32 an hour 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Qualifications Spreadsheets Administrative experience High school diploma or GED Attention to detail Organizational skills Clerical experience Productivity software Office management Event marketing Full Job Description Who We Are SRS Wealth Management is an independent, privately-owned financial services company in Rocklin, CA. Our mission is to help our clients create the retirement lifestyle of their dreams by providing innovative financial strategies, disciplined planning, and honest guidance that deliver financial clarity, confidence, security, and lasting peace of mind, while building lifelong relationships with the families and businesses we serve. We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential. What You Will Be Doing Set and confirm calendar appointments Greet consumers on the phone and in person with a warm and welcoming approach Answer incoming calls and transfer all calls to the appropriate personnel Communicate with clients on behalf of financial advisor and firm Track prospect-to-client process Assist with coordination and execution of marketing campaigns and events Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.) Assemble meeting preparation documents pertaining to the client/prospect Collect all vital information for all paperwork Enter client information into the CRM system Assist in completing new account paperwork and annuity and life insurance applications Process new business applications with detail and accuracy and submit to appropriate carriers Obtain necessary documents and signatures from clients for carrier approval Track application process and new account set up Perform other clerical duties such as filing, photocopying, collating, faxing etc. Maintain and organize office files and documentation All other duties as assigned What You Will Bring 3+ Years of office management Experience (Required) Proficiency with Microsoft Office Suite, Including Excel (Required) High School Degree (Required) Associate or bachelor's degree (Preferred) Prior Experience Working in Financial Advisory Industry (Preferred) Clear and Professional Communication (Verbal and Written) Strong Attention to Detail and Organizational Skills Ability to Learn and Adapt to

Changes What's In It For You Pay:

$24 - $28/hr DOE Health Insurance Dental Insurance 401(k) Career Growth and Professional Development Opportunities Check Us Out!

Website:

https://srswealthmanagement.com/ If you think we'd make a great match, apply today!

Pay:

$28.00 - $32.00 per hour

Benefits:

401(k) Health insurance Paid time off

Experience:

Administrative:

2 years (Required) Ability to

Commute:

Rocklin, CA 95765 (Required)

Work Location:

In person