Overview
Intake Coordinator/Administrative Assistant Jobs in Lake Elsinore, CA at De Luz Family Counseling Center, INC
About us
Star Strategies, LLC is a wealth management firm located in Wooster, OH. We pride ourselves on being professional, customer-centric, and socially engaged, with the primary goal of helping individuals plan for their future. Our focus is on providing financial services in wealth building, retirement planning, and Medicare strategies. As a boutique firm dedicated entirely to enhancing the client experience, we have been in business since 2007 and are now expanding our services.
Working at Star Strategies:
Star Strategies prides itself on delivering our clients with the highest level of integrity and care. Join us in our mission and become a valued member of our team, where passion for our work and dedication to the people we serve are at the heart of everything we do. We believe in investing in our employees and helping them grow their careers with us. We offer a friendly, safe work environment, career development opportunities, and competitive compensation in a modern office environment.
Administrative Assistant to Chief Information Officer
Job Description:
The administrative assistant to our chief information officer is a liaison between the office, clients, and annuity providers. The ideal candidate will provide comprehensive administrative support, ensuring the smooth operation of daily activities.
Essential Tasks, Duties, and Responsibilities:
Handle case notes, process correspondence and maintain client case files
File new statements, account forms, and other insurance/investment-related materials
Respond to telephone inquiries and return client calls, providing troubleshooting assistance to resolve any issues.
Contact clients to confirm receipt of forms or request return of completed forms
Prepare/print letters of instruction for clients’ signature
Provide general administrative support, including data entry and filing
Qualifications:
· Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
· Excellent oral and written communication skills
· Proficiency with Microsoft, Adobe, Excel applications, and CRM software
· Solid decision-making and problem-solving skills; ability to prioritize multiple tasks/projects to meet critical deadlines
· Strong attention to detail with the ability to work with a high degree of accuracy
· Ability to work both independently and on a team
· Ability to maintain confidentiality
Benefits:
Competitive Salary
Annual Bonu
Paid sick time
Paid time off
Paid training
Flex time on Fridays
The salary range for this position is $18.00 – $20.00 per hour commensurate with experience and education. Additional compensation may be earned through the company’s annual bonus.
Job Type: Full-time
Pay: From $18.00 per hour
Benefits:
Paid time off
Professional development assistance
Schedule:
8 hour shift
Monday to Friday
No weekends
Experience:
Front desk receptionist: 2 years (Required)
Work Location: In person
Title: Intake Coordinator/Administrative Assistant
Company: De Luz Family Counseling Center, INC
Location: Lake Elsinore, CA
