Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client's daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Asset Retention Insurance Services in Laguna Hills, CA is seeking to add an Administrative Assistant to the team! 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.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
Strong organizational skills
Excellent communication; written and verbal
Attention to detail and accuracy
Proactive management style and consistent follow-through
Strong work ethic
Positive and confident disposition
Minimum Requirements:
2 Years prior experience working in financial industry is a plus
Associate's Degree
Life & Health Insurance License Required within 1st year of employment
Working knowledge of computers and software, (Microsoft Office)
Ability to learn quickly and not adverse to change
Knowledge with working in CRMs (Redtail is a plus)
Responsibilities:
This Administrative Assistant will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with client updates, reports, and mailings
Assist in setting client appointments
Salary:
$55,000
Hours:
7:30am-5pm Monday-Thursday; 8am-12pm Friday
Presented by Advisor Employee Services Thank you for your interest in the Administrative 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 https://aesplacement.com/. 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 listed, please apply today!