Sales Administrative Assistant

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

Job Title: Sales Administrative Assistant to Financial Advisors

Location: Hybrid (UTC main SD office & remote).

Employment Type: Full-Time between 25-40 hours per week

Reports To: 3 seasoned Financial Advisors

Salary range: $23 to start with a 6-month review

About the Role

Are you someone who thrives in a detail-oriented environment, enjoys supporting others, and is

motivated by a sense of purpose in your work? We’re looking for a high-caliber Sales Administrative Assistant who is passionate about delivering top-tier service to clients, thrives in a structured environment, and is excited about being part of a “dream team” in a financial advisory firm.

This is more than a job — it’s a key role on a team committed to excellence, long-term

relationships, and doing work that matters.

Key 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

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 (we use Salesforce).


• Ability to handle confidential information with discretion


• Self-motivated and capable of working independently or as part of a team


• Strong problem-solving skills and a customer service mindset

What We Offer

• A supportive and collaborative work environment


• Opportunities for professional development and industry training


• Flexible scheduling options

What we are looking for

If you naturally exhibit the following traits, you’re likely a great fit:

• Detail-Obsessed – You don’t let anything fall through the cracks


• Systems Thinker – You enjoy improving processes and working within structure


• Client-Driven – You’re happiest when you’ve helped make a client’s day easier


• Team-Minded – You value clarity, communication, and shared success


• Resilient & Dependable – You’re steady under pressure and never “ghost” when it gets tough

This is a hybrid role, with the majority of time spent in our San Diego office, located at 4370 La Jolla Village Drive, Suite 310, San Diego, CA 92122