Overview
Administrative Assistant Jobs in San Rafael, CA at info-jini
About us
Since 1990, Egstad Wealth Management has been helping clients and members of the community reach their financial goals through holistic financial planning. We focus on providing guidance and straight-forward advice that is tailored to our client’s unique situation. We believe in equipping clients with the financial knowledge and understanding to help them prosper.
Administrative Assistant
The Administrative Assistant supports the core functions of the Advisor team as they relate to the overall needs of the practice. Securities Licensing is not required, but future licensing and growth opportunities are a possibility.
Core functions include:
Provide a welcoming atmosphere to all prospective and existing clients of the practice through both telephone and face-to-face contact
Provide a timely, accurate, high level of service regarding the execution of all account related matters
General office functions
Tasks/Responsibilities include but are not limited to:
Answering incoming phone lines, assisting with inquiries/requests, and screening to assure incoming calls are redirected to the appropriate team member
Greeting incoming clients and vendors to assure they are comfortable while waiting for their appointment
Oversee the asset transfer process: establish rapport with custodial contacts to ensure timely and accurate completion of requests
Prepare account paperwork for opening new accounts and/or annuities, terminated accounts and/or account transfers
Meeting Preparation and Takedown Processing to include:
Appointment confirmations delivered to client in a timely manner
Preparation of meeting agenda shell
Document preparation, timely processing, and tracking of new documents or account service paperwork
Knowledge, Skills, Education and Experience:
Excellent verbal and written communication skills
Proficiency in Word, Excel, Outlook, and CRM software
Ability to work independently and establish priorities
Ability to handle multiple requests simultaneously and respond quickly
Highly organized, with absolute attention to detail
Ability to project a professional image and firm’s brand to clients by the way in which he/she conducts himself/herself and the quality of the work produced
High School Diploma required. Minimum of Associate’s Degree preferred
Prior experience in an administrative support function is a plus
Job Types: Full-time, Part-time
Pay: $18.00 – $22.00 per hour
Expected hours: 38 per week
Benefits:
Employee discount
Flexible schedule
Paid time off
Retirement plan
Schedule:
Monday to Friday
No nights
No weekends
Experience:
Customer service: 2 years (Preferred)
Work Location: In person
Title: Administrative Assistant
Company: info-jini
Location: San Rafael, CA
