Hybrid Client Services & Admin Assistant - Irvine

uDirect IRA Services; Irvine (CA); Hybrid; USD 42,000 - 56,000; Full time

Job summary

uDirect IRA Services is hiring for a full-time hybrid Assistant in Irvine, CA. You will support client service activities, respond to inquiries by phone and email, and assist with IRA-related document preparation and processing.

The role requires strong organizational and communication skills, attention to detail, and experience with office tools; hybrid work and remote collaboration are part of the setup.

Qualifications

• Strong organizational and administrative skills with data entry and calendar coordination.
• Clear written and verbal communication for client and team inquiries.
• Customer service orientation with empathy, patience, and problem-solving in a financial services setting.
• Proficiency with office productivity tools and ability to learn new systems.
• Attention to detail and accuracy with financial documents and client records.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Comfort working in a hybrid Irvine, CA and remote setting.
• Prior experience in financial services or administrative support is preferred but not required.

Responsibilities

• Support client service activities and respond to inquiries by phone and email.
• Assist with preparation and processing of IRA-related documents and transactions.
• Maintain accurate records and update internal systems.
• Coordinate information between clients, internal teams and external partners.
• Schedule meetings and organize digital files; track deadlines.
• Provide general administrative support to ensure smooth office operations.

Skills

Organizational skills

Communication skills

Customer service

Office productivity tools

Attention to detail

Multitasking

Hybrid work experience

Financial services exposure

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM or databases

Job description

uDirect IRA Services is hiring for a full-time hybrid Assistant in Irvine, CA. You will support client service activities, respond to inquiries by phone and email, and assist with IRA-related document preparation and processing.

The role requires strong organizational and communication skills, attention to detail, and experience with office tools; hybrid work and remote collaboration are part of the setup.