Administrative Assistant - Corona, CA

Advisor Talent Solutions•Corona, CA

2d•Onsite

About The Position

Our financial firm, Safeguard Investment Advisory Group, in Corona, CA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

Requirements

Administrative office experience in a faced-paced environment
Advanced skills with MS Office Suite
CRM experience
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Savvy customer service, to include excellent communication, both verbal and written
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
Good natured, positive attitude
Ability to demonstrate persistence to achieve quality
Collaborative team player willing to assist others

Nice To Haves

Financial industry experience preferred

Responsibilities

Answer phones and greet clients in a friendly, positive, and warm manner
Be the first point of contact for prospects and clients
Maintain office supplies and out-going correspondence
Assist clients with issues and concerns
Build and improve upon client relationships
Database management
Set appointments with clients and assist Advisor with calendar management
Pre-appointment preparation including compiling account summaries
Maintain office filing system, both paper and electronic
Record notes from client conversations
Other industry-specific tasks as needed
Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client reviews and prospects plan prep
Attend and support bi-monthly seminars