Administrative Assistant San Diego, CA

San Diego, CA - USA

Monthly Salary: Not Disclosed

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Administrative Assistant

Firm: Safeguard Investment Advisory Group

Location: San Diego CA

Overview:

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Our financial firm Safeguard Investment Advisory Group in San Diego CA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks allowing the financial advisor to focus on the continued growth of the business. The idea candidate will have superior administrative skills a strong work ethic attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment please apply today!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must!

What youll do:

Answer phones and greet clients in a friendly positive and warm manner
Be the first point of contact for prospects and clients
Maintain office supplies and out-going correspondence
Assist clients with issues and concerns
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Build and improve upon client relationships
Database management
Set appointments with clients and assist Advisor with calendar management
Pre-appointment preparation including compiling account summaries
Maintain office filing system both paper and electronic
Record notes from client conversations
Other industry-specific tasks as needed
Assists Back - Office support initiativesand/or core projects that support Advisory teams - including client reviews and prospects plan prep
Attend and support bi-monthly seminars

What Were Looking For:

Administrative office experience in a faced-paced environment
Advanced skills with MS Office Suite
CRM experience
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Savvy customer service to include excellent communication both verbal and written
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Good natured positive attitude
Ability to demonstrate persistence to achieve quality
Collaborative team player willing to assist others

Bonus Points:

Financial industry experience preferred

What Youll Get:

Pay & Perks:

Starting at $25/hour
PTO
Medical/dental insurance

Schedule:

In office: Monday-Friday 8:30am-5pm
Some evenings required for client events 2-4 nights/month

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Junior IC

Position: Administrative AssistantFirm: Safeguard Investment Advisory GroupLocation: San Diego CAOverview: Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Our financial firm Safeguard Investment Advisory ...