Hybrid Sales Admin for Financial Advisors

Prudential Financial; San Diego (CA); Hybrid; USD 26,000 - 37,000; Full time

Benefits offered by this job

Flexible scheduling options

Professional development opportunities

Supportive work environment

Job summary

Prudential Financial in San Diego offers a hybrid Sales Administrative Assistant role supporting three seasoned financial advisors. You will schedule client meetings, maintain records, manage CRM and forms for investment accounts and insurance, and uphold confidentiality in a structured, client-focused environment.

The position emphasizes detail, organization, and proactive support, with a 25–40 hour workweek and a starting salary of $23 per hour, plus a six-month review.

Qualifications

• Proven experience in an administrative or client service role, preferably in financial services.
• Strong organizational and time management skills with a high attention to detail.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Bookings); experience with CRM systems is a plus (Salesforce).
• Ability to handle confidential information with discretion.

Responsibilities

• Schedule and confirm client meetings, prepare meeting materials, and maintain accurate client records.
• Maintain CRM/database systems with up-to-date client and prospect information.
• Monitor deadlines and assist with compliance and documentation follow-ups.
• Process forms and applications related to investment accounts, insurance, and financial products.
• Track and improve systems and processes for greater team efficiency.
• Anticipate the advisor’s needs and proactively address administrative tasks before they become issues.
• Uphold a high standard of confidentiality and professionalism at all times.

Skills

Detail-Obsessed

Systems Thinker

Client-Driven

Team-Minded

Resilient & Dependable

Problem-Solving

Time Management

CRM & Office Proficiency

Tools

Salesforce

Microsoft Office Suite

Job description

Prudential Financial in San Diego offers a hybrid Sales Administrative Assistant role supporting three seasoned financial advisors. You will schedule client meetings, maintain records, manage CRM and forms for investment accounts and insurance, and uphold confidentiality in a structured, client-focused environment.

The position emphasizes detail, organization, and proactive support, with a 25–40 hour workweek and a starting salary of $23 per hour, plus a six-month review.