Administrative Assistant - Anaheim, CA

Advisor Talent Solutions • Anaheim, CA

4d • Onsite

About The Position

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. This is a rewarding career opportunity in a vibrant, fast-paced environment.

Requirements

• 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

Responsibilities

• 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

Benefits

• 401(k)
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level