Administrative Assistant

The Corban Group; Anaheim (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k)

PTO

Job summary

The Corban Group, a fast-growing financial planning firm in Anaheim, CA, is seeking an Administrative Assistant who is highly organized and process-driven to support administrative, client service, and operational workflows.

The ideal candidate has a Bachelor's degree, 3+ years in admin or client services, excellent communication, and comfort with CRM systems like Redtail. This in-office role offers a competitive salary and benefits.

Qualifications

• Bachelor's Degree required.
• 3+ years' administrative or client service experience.
• Strong proficiency across platforms and operating systems.
• Self-starter who can work independently.
• Excellent written and verbal communication.

Responsibilities

• Provide comprehensive administrative support to manage schedules and tasks.
• Process new and existing client paperwork.
• Review applications for completeness and accuracy.
• Handle document management including scanning and secure uploads.
• Maintain CRM data in Redtail.
• Prepare reports, presentations, and meeting materials.
• Maintain filing systems (paper and electronic).
• Support client events and seminars.
• Back up Client Service Administrator as needed.
• Assist team with various administrative tasks.

Skills

Time management

Communication

Detail-oriented

Independent worker

Team player

Education

Bachelor's Degree

Tools

Redtail CRM

MS Office

Job description

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!

What You'll Do:

• 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

What We're Looking For:

• 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

What You'll Get:

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

Schedule:

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

Presented by Advisor Talent Solutions

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.

Learn more about our approach and services at advisortalentsolutions.com