Administrative Assistant - Irvine, CA

Advisor Talent Solutions•Irvine, CA

2d•$28 - $32•Onsite

About The Position

BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA . We believe everyone should be able to live the retirement they’ve always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients. We are seeking an experienced Administrative Assistant to join our reputable financial firm as the welcoming first face our clients see. In this pivotal role, you will create a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported from the moment they enter our office.

Requirements

5+ years’ experience in an administrative role
Demonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (Redtail)
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
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
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Manage lobby and conference rooms, including setup, organization, and post-meeting cleanup
Ensure beverages and snacks are available for clients and guests
Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
Manage and direct the flow of visitors in the front lobby and reception area
Calendar management, including setting and confirming appointments
Prepare documentation and materials for client appointments
Maintain the firm’s CRM system (Redtail) through accurate data entry and database management
Assist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after events
Order supplies and keep track of inventory
Assist clients with issues, concerns and account inquiries
Sort, scan and distribute incoming mail and deliveries
Maintain office filing system, both paper and electronic
Maintain job-related/industry specific compliance files