Administrative Assistant – Client Services

Demboski & Chapman Financial and Insurance Solutions, Inc.; Santa Barbara (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Holidays

Paid Vacation

Sick Days

Paid Cell Phone Plan

FSA/125 Plan

Life & Disability Insurance

401K with profit sharing

Job summary

Demboski & Chapman Financial & Insurance Solutions, Inc. in Santa Barbara, CA seeks an organized, tech‑savvy administrative professional to keep the office running smoothly. You will welcome clients, manage calendars, and support day‑to‑day operations with a focus on exceptional client service.

We value initiative, reliability, and a genuine desire to help others. Experience in financial services or insurance is a plus but not required, with room for growth and a lasting career at our firm.

Qualifications

• Professional office or administrative support experience preferred.
• Strong proficiency in Microsoft Outlook and Word; basic computer apps.
• Excellent organization and attention to detail.
• Professional written and verbal communication.

Responsibilities

• Welcoming clients, answering phones, and creating an exceptional first impression.
• Managing calendars, scheduling appointments, and coordinating client communications.
• Maintaining accurate client records and data in our CRM system.
• Preparing polished correspondence and documents using Microsoft Office.
• Keeping office operations, supplies, equipment, and meeting spaces organized.
• Supporting team members, client events, and special projects while confidently managing competing priorities.

Skills

Organizational skills

Communication skills

Multitasking

Independence

Tools

Microsoft Outlook

Microsoft Word

CRM software

Job description

Demboski & Chapman Financial & Insurance Solutions, Inc. | Santa Barbara, CA

Are you an organized, tech-savvy professional who loves helping people and keeping a busy office running smoothly? Do you take pride in the details, anticipate needs, and enjoy being the person others can count on?

We'd love to meet you!

JOIN OUR TEAM

Demboski & Chapman has proudly served the Santa Barbara community since 1969, helping families and businesses navigate investments, insurance, and employee benefits.

We're a close-knit, energetic team that values exceptional client service, initiative, personal growth, and supporting one another. We're looking for a dependable, positive professional who takes pride in their work and wants to build a lasting career with our firm.

THE ROLE

You'll be the welcoming face and voice of our firm while taking ownership of the administrative details that keep our office running smoothly.

An important part of your role is being a Distraction Destroyer®—anticipating needs, proactively solving problems, and minimizing interruptions so our team can stay focused on serving our clients.

YOUR responsibilities will include:

• Welcoming clients, answering phones, and creating an exceptional first impression.
• Managing calendars, scheduling appointments, and coordinating client communications.
• Maintaining accurate client records and data in our CRM system.
• Preparing polished correspondence and documents using Microsoft Office.
• Keeping office operations, supplies, equipment, and meeting spaces organized.
• Supporting team members, client events, and special projects while confidently managing competing priorities.

WHAT WE'RE LOOKING FOR

• Professional office or administrative support experience strongly preferred.
• Strong proficiency in Microsoft Outlook, Word, and everyday computer applications is essential.
• Excellent organization, attention to detail, and accuracy.
• Professional written and verbal communication skills.
• Ability to prioritize, work independently, and maintain focus amid frequent interruptions.
• A warm, confident, resourceful personality with a genuine desire to help others.

WHAT SETS YOU APART

Experience in financial services or insurance is a plus, but not required. We can teach you our industry and systems.

What matters most is that you bring strong administrative skills, confidence with technology, and a genuine passion for creating an exceptional client experience.

• If you love creating order out of chaos, take pride in being the person others can count on, and enjoy making people feel genuinely cared for, we'd love to meet you!

PHYSICAL DEMANDS:

This is largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent phone and computer-use during the workday. May need to occasionally lift and carry up to 10 pounds. This role may also require occasional travel around town to run errands on behalf of the business, and for that reason, individual will need to have an active Driver’s License and reliable means of transportation.

POSITION TYPE AND EXPECTED HOURS:

Days and typical hours of work are Monday through Friday, 8:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

BENEFITS:

Competitive benefits package including Health Insurance, Dental, Vision, Paid Holidays, Paid Vacation, Sick Days, Paid Cell Phone Plan, FSA/125 Plan, Life & Disability Insurance, 401K with profit sharing.

Learn more about us on our website: https://www.demboskiandchapman.com