Client Service / Office Assistant - Financial Firm - Laguna Hills, CA Details

Client Service / Office Assistant - Financial Firm - Laguna Hills, CA

Advisor Employee Services - Laguna Hills, CA

Employment Type : Full-Time

Client Service / Office Assistant (Laguna Hills, CA) Do you have superior administrative skills, a caring nature and great work ethic that you want to contribute to a fast-paced financial planning office? If you are looking to join a successful, caring and good-natured team.then we want to talk to you. Our financial firm in Laguna Hills is looking to add an Client Service / Office Assistant to our growing firm to help ensure smooth day to day operations while providing superior customer service to our clients and prospects. The ideal candidate for this role will enjoy working directly with clients, have a strong attention to detail and can assist with various industry-specific tasks to help ensure the office runs efficiently. Our formula for success is to put our clients first. Minimum Requirements:

• 2+years of Administrative office experience in a fast-paced environment
• Financial Industry experience preferred, but not required
• Intermediate to advanced skills with MS Office Suite and type a minimum of 45 wpm
• Desire to obtain long-term employment

This position requires that you possess the following skills:

• Good-natured, positive attitude
• A natural “People Person”
• Strong organizational skills
• Patience
• Savvy customer service to include excellent communication both verbal and written
• Strong follow-through and reliability
• Superb attention to detail
• Ability to demonstrate persistence to achieve quality
• Great Listener
• The ability to retain and follow company protocols

Responsibilities: Assisting the Financial Advisor and Team in managing the office to exceed client and regulatory expectations include:

• Answer phones & greet clients in a friendly, positive and warm manner
• Give the company tour of the office as well as play specific videos for our clients/potential clients
• Be the 1st point of contact for prospects and clients
• Maintain office supplies and a clean office environment
• Handle all incoming and outgoing mail
• Maintain an organized, compliant and efficient filing system; both paper & electronic
• Assist clients with issues and concerns
• Assist Advisor with preparing Applications and Illustrations
• Resetting of Advisors Conference Room after every meeting
• Build and improve upon client relationships
• Database management (Redtail/CRM experience preferred; not required)
• Assist Advisor with calendar management to include travel arrangements
• Assist with follow-up calls to client and potential clients
• Confirm appointments
• Record notes from all client conversations
• Prepare coffee & snacks for client’s and Advisor
• Other industry-specific tasks as needed

No relocation packages will be offered for this position; South Orange County candidate's only, with preference to 10 or 15 miles maximum from office in Laguna Hills. Compensation:

• $40k per year
• If Life Insurance licensed: Automatic pay bump of 2k to the annual start pay
• Monthly and Annual Bonus opportunities
• Employee Retirement Plan Package
• Health Insurance options
• Vision Coverage

Presented by Advisor Employee Services Thank you for your interest in the Client Service/ Office Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities