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Administrative Support Jobs in Anaheim, CA

Administrative Assistant - Anaheim, CA

Advisor Talent Solutions
  • Anaheim, California
    1 day ago

    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             
     

    Numbers & Facts

    LocationAnaheim, California
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Administrative Skillsunmatched
    • Communication Skillsunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Service Operationsunmatched
    • Customer Support/Serviceunmatched
    • Data Entryunmatched
    • Database Administrationunmatched
    • Detail Orientedunmatched
    • Document Managementunmatched
    • Establish Prioritiesunmatched
    • Financial Planningunmatched
    • Multiplatform/Cross-Platformunmatched
    • Operating Systemsunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Reporting Skillsunmatched
    • Sales Managementunmatched
    • Schedule Developmentunmatched
    • Seminarsunmatched
    • Systems Maintenanceunmatched
    • Team Playerunmatched

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