Front Office Administrative Assistant

The Redlands Chamber of Commerce•Redlands, CA

2d•$45,000•Onsite

About The Position

We are seeking a Front Office Administrative Assistant to join our Redlands office. This role is essential to enhancing the client experience by providing operational and administrative support to two Administrative Assistants and two Financial Advisors. You will interact directly with clients, anticipate their needs, resolve issues, and ensure seamless service delivery.

Requirements

Strong communication skills, both internal and external
Ability to multitask and remain professional under pressure
Proficiency in Microsoft Office Suite (Excel, Outlook; testing may be required)
Ability to sit for extended periods
Typing speed of 40+ WPM and basic math skills (testing required)
Must pass fingerprinting, criminal background check, and bankruptcy report per FINRA and Broker Dealer requirements

Nice To Haves

Previous experience in financial services or banking preferred
Self-starter with initiative and accountability
Strong interpersonal skills and a genuine desire to help others
Comfortable with technology and demonstrates urgency in completing tasks
Reliable, detail-oriented, and takes pride in delivering exceptional work

Responsibilities

Greet clients and visitors, ensuring a professional and welcoming environment
Answer and manage incoming calls
Independently handle operational and processing tasks to fulfill client requests
Resolve client issues promptly and effectively
Generate daily reports, manage mailings, and perform data entry across multiple systems
Maintain Financial Advisors’ schedules and prepare meeting reports
Keep front office areas neat and organized
Order supplies and assist with special projects as needed