Administrative Assistant

$58,240 - $68,640/Yr

Advisor Staff Connection - San Francisco, CA

Part-time,Full-time - Entry Level

San Francisco, CA

About the position

The Administrative Assistant position is a vital role within a Wealth Management and Financial Planning office located in San Francisco, CA. This role is designed to provide exceptional administrative support to ensure a top-notch service experience for clients. The position can be either full-time or part-time, with a flexible schedule, and requires a strong focus on client interaction and organizational skills.

Responsibilities

• Provide clients with a five-star client experience; develop rapport and be an advocate for them.
• Manage both outgoing and incoming calls to/from clients.
• Prepare and process investment, retirement, and insurance applications and paperwork accurately and timely.
• Follow up with clients on administrative/service questions; interface with broker-dealer and vendors.
• Document activities, tasks, transactions; keep files organized; maintain your own calendar.
• Assist with sending client emails.

Requirements

• 2+ years of college; Bachelor's degree is preferred.
• At least 1 year prior administrative/client service experience in the investment/insurance industry; preferably supporting a financial advisor and working directly with clients.
• A minimum of 2-3 years total work experience.
• Excellent verbal and written communication skills as well as critical thinking skills.
• Strong proficiency in Microsoft Office Suite - particularly Word, PowerPoint (flow charts), and Outlook.
• Strong computer aptitude: ability to learn new systems quickly.
• Experience with financial systems is a plus (we use DocuSign, among others).

Nice-to-haves

• Experience in financial services support is preferred.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Life insurance
• Paid holidays
• Paid time off