Administrative Assistant - Anaheim, CA

Advisor Talent Solutions; Anaheim (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k)

PTO

Job summary

The Corban Group in Anaheim, CA is seeking an organized Administrative Assistant to support client service and operations. This on-site role requires a detail-focused professional who can balance multiple tasks with professionalism.

You will handle paperwork, CRM data entry in Redtail, reporting, and event support, while coordinating with a busy team. Compensation ranges from $65k to $85k and benefits include 401(k) and PTO. Monday–Friday in-office schedule.

Qualifications

• Bachelor’s degree required.
• 3+ years’ admin or client service experience.
• Strong proficiency across platforms and OS.
• Independent, proactive worker with excellent communication.
• Ability to manage multiple client requests with attention to detail.

Responsibilities

• Provide comprehensive administrative support to the team and manage schedules.
• Process client paperwork and forms; review for accuracy.
• Maintain CRM (Redtail) with accurate data entry.
• Prepare reports, presentations, and meeting materials.
• Assist at client events and seminars; back up other roles as needed.
• Organize paper and electronic filing systems.

Skills

Self-starter

Excellent communication

Organizational skills

Team player

Detail-oriented

Education

Bachelor’s Degree

Tools

Redtail CRM

Microsoft Office

Job description

Position:Administrative Assistant - Anaheim, CA

Location: Anaheim, CA

Remote Status: On-Site

Job Id:4036

# of Openings:1

Position: Administrative Assistant

Firm: The Corban Group

Overview:

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 othersDemonstrates 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.