Front Desk & Client Services Administrator

BML Wealth Management; Irvine (CA); On-site; USD 39,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

AD&D insurance

401k with company match

Paid Time Off

Birthday off

Wellness benefits

Job summary

BML Wealth Management in Irvine, CA is seeking an experienced Administrative Assistant to be the welcoming first face for clients and visitors. You will manage the lobby, answer phones, schedule appointments, and support client services with meticulous care.

The ideal candidate brings 5+ years in an administrative role, proficiency with Microsoft Office and Redtail CRM, excellent communication, and a collaborative, proactive approach in a fast-paced, client-focused environment.

Qualifications

• 5+ years in an administrative role.
• Proficiency with Microsoft Office and Redtail CRM.
• Strong organizational and communication skills.
• Collaborative team player who can work independently.
• Attention to detail and integrity.
• Professional, customer-focused demeanor.

Responsibilities

• Answer phones and greet clients.
• Be the first point of contact for prospects and clients.
• Manage lobby, conference rooms, and setup.
• Ensure beverages and snacks are available.
• Keep the office neat and welcoming.
• Direct flow of visitors in reception.
• Calendar management and appointment coordination.
• Prepare client documentation and materials.
• Maintain Redtail CRM data entry and database management.
• Assist with seminars/workshops setup and cleanup.
• Order supplies and track inventory.
• Assist clients with issues and inquiries.
• Sort, scan and distribute mail and deliveries.
• Maintain paper and electronic filing systems.
• Maintain compliance files related to the job.

Skills

Microsoft Office

Communication

Organizational skills

Initiative

Integrity

Tools

Redtail CRM

Microsoft Office

Job description

BML Wealth Management in Irvine, CA is seeking an experienced Administrative Assistant to be the welcoming first face for clients and visitors. You will manage the lobby, answer phones, schedule appointments, and support client services with meticulous care.

The ideal candidate brings 5+ years in an administrative role, proficiency with Microsoft Office and Redtail CRM, excellent communication, and a collaborative, proactive approach in a fast-paced, client-focused environment.