Administrative Assistant - Irvine, United States - IWM Partners

Description

We are an established financial planning company in Irvine. We are a small staff, and are looking for an additional Administrate Assistant on our operations side.

The primary duties related to the position are:

• Ensure clients are received in a professional, friendly manner.
• Ensure that all administrative tasks are completed in a timely manner.
• Ensure a professional environment is maintained.

Associated tasks are (not limited to):

• Process client paperwork (new accounts, journals, distributions, etc.).
• Handle incoming phone calls and routing them to the appropriate staff member.
• Handle mail on a daily basis.
• Be responsible for all aspects of compliance filing.
• Greet and welcome all clients and prospects who arrive for appointments.
• Contact clients for scheduling purposes.
• Ensure etiquette letters are sent promptly.

This is a full time position, and the hours are expected to be 8AM to 5PM. Experience in the financial services industry is preferred, but not required.


Pay:
$40, $44,000.00 per year


Benefits:

• 401(k)

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Ability to Relocate:

• Irvine, CA 92614: Relocate before starting work (required)

Work Location:
In person