Overview
Staff Front Desk Jobs in Rancho Santa Fe, CA at La Valle Coastal Club
About Us:
Modern Woodmen of America is a member-owned fraternal financial services organization dedicated to improving the quality of life for our members and the communities where they live. Our office focuses on helping individuals, families, and small businesses achieve financial security through personalized financial planning and service.
Position Summary:
We are seeking a dependable and detail-oriented Administrative Assistant to support the daily operations of a fast-paced financial services office. This individual will be the first point of contact for clients, maintain office organization, and provide crucial support to ensure smooth workflow and exceptional client service.
Key Responsibilities:
Greet and assist clients and visitors in a professional, friendly manner
Answer and direct phone calls; manage voicemail and email inquiries
Schedule and confirm client appointments using office calendar systems
Prepare materials for client meetings (forms, presentations, applications, etc.)
Maintain accurate and organized client files and records (paper and digital)
Process applications, policy changes, and service requests accurately and timely
Track pending business and follow up on outstanding items
Handle incoming/outgoing mail and manage office supplies
Assist with basic bookkeeping, expense tracking, and reporting
Support planning and coordination of client appreciation events and community service activities
Maintain confidentiality and compliance with industry regulations and Modern Woodmen guidelines
Qualifications:
High school diploma or equivalent required; associate or bachelor’s degree preferred
Prior administrative or office experience preferred (financial services industry a plus)
Excellent verbal and written communication skills
Strong organizational and time management abilities
Proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Ability to learn internal CRM and financial software platform
Must possess or be willing to obtain a notary license
Professional demeanor with a customer-focused attitude
Self-motivated, reliable, and able to work independently or as part of a team
Compensation & Benefits:
Competitive hourly wage based on experience
Potential for performance-based bonuses
Meaningful work serving clients and supporting community impact
Job Type: Full-time
Pay: $19.03 – $20.11 per hour
Expected hours: 40 per week
Benefits:
Paid time off
Retirement plan
Schedule:
8 hour shift
Ability to Commute:
Delaware, OH 43015 (Required)
Ability to Relocate:
Delaware, OH 43015: Relocate before starting work (Required)
Work Location: In person
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Title: Staff Front Desk
Company: La Valle Coastal Club
Location: Rancho Santa Fe, CA
