Administrative Assistant

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. If you are looking for a rewarding career in a vibrant, fast-paced environment don't miss this opportunity!

• 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

• 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

• $65k-$85k/year based on experience
• 401(k)
• PTO

• In office:
  Monday - Friday, 9am-5pm
• Occasional evenings required for client events

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

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