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Financial Admin & Client Relations Specialist
Job in
Corona, Riverside County, California, 92878, USA
Listed on 2026-06-24
Listing for:
Safeguard Investment Advisory Group
Full Time
position Listed on 2026-06-24
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Safeguard Investment Advisory Group in Corona, CA is seeking an Administrative Assistant who will facilitate superior customer service while managing essential office tasks. This person will support the financial advisor and help with client relations, database management, and appointment scheduling.
The ideal candidate should have strong administrative skills, be detail-oriented, and enjoy engaging with clients. A commitment to accuracy and strong communication skills are essential for success in this role. Join our dynamic team and contribute to the growth of our business!
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