Client-Centric Administrative Assistant | CRM & Ops

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, 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.