Overview
Leadership Administrative Partner Jobs in Irvine, CA at Rivian
Administrative Assistant (PART-TIME/REMOTE)
Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our financial firm in Los Angeles, CA is looking for a Part-Time Administrative Assistant to ensure the client acquisition process from application submission to policy delivery is as smooth as possible.
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 ideal candidate will have superior administrative skills, a strong work ethic, and attention to detail. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
Minimum Requirements:
2+ years of administrative office experience in a fast-paced environment
Bachelor’s Degree preferred
Financial industry experience preferred
Experience with Annuity applications preferred
CRM experience is preferred
This position requires that you possess the following skills:
Process driven
Strong attention to detail
Self-directed initiative
A sense of urgency
Excellent communication, both verbal and written
Strong follow-through
Good-natured, positive attitude
Great sense of humor
Responsibilities:
Complete and process applications submitted by Advisor
Data input for annuity applications
Respond to client inquiries as needed
Analyze application issues
Follow up on pending applications with various insurance/security agencies to keep the application process moving forward
Answer advisor’s requests and respond in a timely manner
Additional duties and responsibilities as required by management
Salary:
$40,000 -$45,000
Hours:
Monday – Friday : 9:00AM – 2:00 PM (25 HRS/WK)
This position will mainly be remote
Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Title: Leadership Administrative Partner
Company: Rivian
Location: Irvine, CA
