Irvine Admin Assistant - Wealth Management Front Desk

Advisor Talent Solutions; Irvine (CA); On-site; USD 39,000 - 44,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Group Life and AD&D insurance

401k with company match

PTO + birthday off

Wellness benefits

Job summary

BML Wealth Management in Irvine, CA is seeking an experienced Administrative Assistant to be the welcoming face of the firm. In this pivotal role you will handle front-desk duties and support clients both in person and by phone.

The ideal candidate has 5+ years of admin experience, strong Microsoft Office skills, and experience with Redtail CRM. This on-site position offers a supportive team, competitive compensation, benefits, and a path to grow with a trusted financial advisory.

Qualifications

• 5+ years of experience in an administrative role.
• Proficient with Microsoft Office and Redtail CRM.
• Strong communication and organizational skills.
• Ability to manage multiple client requests and deadlines.
• Trustworthy with confidential information.

Responsibilities

• Answer phones and greet clients in a friendly, positive manner.
• Be the first point of contact for prospects and clients.
• Manage lobby and conference rooms, including setup and cleanup.
• Prepare documentation for client appointments.
• Maintain the firm’s CRM (Redtail) with accurate data entry.
• Assist with seminars and workshops setup and cleanup.
• Order supplies and track inventory.
• Assist clients with issues and account inquiries.
• Sort, scan and distribute mail and deliveries.
• Maintain filing systems (paper and electronic).

Skills

Microsoft Office

Redtail CRM

Communication

Organizational skills

Tools

CRM Redtail

Job description

BML Wealth Management in Irvine, CA is seeking an experienced Administrative Assistant to be the welcoming face of the firm. In this pivotal role you will handle front-desk duties and support clients both in person and by phone.

The ideal candidate has 5+ years of admin experience, strong Microsoft Office skills, and experience with Redtail CRM. This on-site position offers a supportive team, competitive compensation, benefits, and a path to grow with a trusted financial advisory.