Client-Focused Administrative Assistant — On-Site in Anaheim

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

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.