Administrative Assistant

Firm:
Safeguard Investment Advisory Group

Location:

Corona, CA

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm, Safeguard Investment Advisory Group, in Corona, CA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business.

The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast‑paced environment, please apply today!

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. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

• Answer phones and greet clients in a friendly, positive, and warm manner
• Be the first point of contact for prospects and clients
• Maintain office supplies and out‑going correspondence
• Assist clients with issues and concerns
• Build and improve upon client relationships
• Database management
• Set appointments with clients and assist Advisor with calendar management
• Pre‑appointment preparation including compiling account summaries
• Maintain office filing system, both paper and electronic
• Record notes from client conversations
• Other industry‑specific tasks as needed
• Assist Back‑Office support initiatives and/or core projects that support Advisory teams – including client reviews and prospects plan prep
• Attend and support bi‑monthly seminars

• Administrative office experience in a fast‑paced environment
• Advanced skills with MS Office Suite
• CRM experience
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time‑sensitive tasks
• Savvy customer service, to include excellent communication, both verbal and written
• 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
• Ability to demonstrate persistence to achieve quality
• Collaborative team player willing to assist others

• Financial industry experience preferred

• $25/hour
• PTO
• Medical/dental insurance

• In office:
  Monday‑Friday, 8:30am‑5pm
• Evenings required for client events, 1‑2 nights/week