Overview
Office Admin Jobs in Anaheim, CA at Global Payment Holding Company
We are seeking a proactive and detail-oriented person to support our advisory firm’s daily operations, assist with financial planning, and enhance client service. The ideal candidate is a self-starter with strong organizational skills, the ability to multitask, and an interest in the financial services industry. This role requires an individual who thrives in a fast-paced environment, takes initiative, and ensures the smooth operation of the advisory practice.
Key Responsibilities:
Financial Planning Support:
Assist in the preparation of financial plans, investment reports, and client presentations.
Gather, analyze, and input client financial data into planning software..
Support advisors in portfolio reviews and performance tracking.
Operational & Administrative Support:
Manage day-to-day office operations, ensuring efficiency and compliance with industry regulations.
Coordinate client meetings, prepare necessary documents, and follow up on action items.
Process and track transfers, and account updates.
Maintain CRM systems and ensure accurate client records.
Client Service & Communication:
Serve as a primary point of contact for client inquiries, providing prompt and professional service.
Assist with onboarding new clients, ensuring all necessary paperwork and documentation are completed.
Proactively follow up with clients regarding outstanding documents and upcoming reviews.
Qualifications & Skills:
Self-starter with strong problem-solving skills and the ability to work independently.
Experience in financial services, wealth management, or a related field is preferred but NOT required.
Excellent organizational skills with a strong attention to detail.
Proficiency in Microsoft Office Suite. Training will be provided in financial planning software (Right Capital), CRM (Salesforce), and LPL Systems.
Ability to prioritize tasks, manage multiple deadlines, and work in a team-oriented environment.
Friendly, collaborative environment, PTO, military spouse friendly, and professional development. Ideal schedule is 8am-3pm Mon-Fri, but hours (30-40) can be negotiated alongside salary and adjusted with experience and proficiency. Background check and fingerprinting required.
Job Type: Full-time
Pay: $60,000.00 – $85,000.00 per year
Benefits:
Paid time off
Professional development assistance
Schedule:
Day shift
Work Location: In person
Title: Office Admin
Company: Global Payment Holding Company
Location: Anaheim, CA
