Administrative Assistant – Financial Industry
Tustin, CA 92780
Job Description
Growing and successful financial practice is seeking an organized administrative assistant who can interact with clients and has an eye for details. We serve high net worth individuals, business owners, and professionals. If you are analytical, a self-starter and enjoy being busy, we would like to talk to you.
Job Description: This role supports Financial Planners.
Job Duties:
- Scheduling/preparing for client meetings
- Research and case preparation
- Maintain client database (training provided)
- Process applications for investment and insurance accounts
- Track account completion and follow up as needed with investment firms, insurance carriers and/or clients
- Assist clients and provide customer service
- Prepare reports
- Manage compliance requirements
- Manage social media and assist with marketing efforts
- Support and assist advisors
- Other general administrative duties as assigned
Job Requirements:
- Prior experience handling office responsibilities, experience in customer service, or related field
- Experience in the Finance Industry, Familiar with industry business practices such as:
- Compliance
- Case Preparation
- Carrier Relationships Management
- Client Relationship Management
- State Licensing and Carrier Appointments
- New business Processing
- Superior attention to detail and can problem solve to logical conclusion, demonstrate initiative and is responsible
- Ability to work under tight deadlines and be a "think ahead" type of person
- Must excel in prioritizing, organization, and multi-tasking while demonstrating attention to detail and follow through
- Must be highly communicative, friendly, and be able to thrive in a fast paced environment
- Work well individually and as a team player and interacts in a positive and constructive manner
- Must have strong proficiency in Microsoft Office Suite (specifically Outlook and Excel)
- Excellent written and verbal communication skills
- Strong ethical standards in working with confidential client information
Benefits:
- Dental insurance – employer contributes 50% of the monthly premium for employee only
- Health insurance – employer contributes 100% of the monthly premium for employee only
- Vision insurance - employer contributes 100% of the monthly premium for employee only
FOR OTHER OPPORTUNITIES AT TRISTAFF, PLEASE VISIT OUR WEBSITE AT www.tristaff.com
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