Administrative Assistant

Schanna Financial is a Holistic Wealth Management and Financial Planning Firm located in Laguna Niguel, California. We are seeking a part-time Administrative Assistant who is professional, client-centered, is a self-starter that exhibits a strong ability to work both independently and within a team-based environment.

We are a family-owned business established in 1977. We partner with some of the largest financial institutions in the country to meet our clients needs. We enjoy close, personal relationships with our clients.

If you’re looking for a small company, close-knit environment that is fast paced, you have found the place.

Flexible hours, with a four-day work week.

Snacks and a mini kitchen are provided.

The Administrative Assistant is the liaison between our Firm and existing and prospective clients. One of the key roles of the position would involve maintaining relationships with our clients, requiring excellent phone and in-person listening and communication skills. The ability to multi-task is essential, along with a warm, friendly, and customer-oriented demeanor.

Administrative Assistant Duties:

• Perform and maintain client onboarding procedures
• Contact clients by telephone, text, and email to set and confirm appointments
• Assist in preparation of client and prospect pre-meeting and post-meeting activities
• Collaborate and expedite tasks with clients and product sponsors
• Manage and utilize our Firm’s Customer Relationship Management database system (CRM) Integrate CRM with other technology platforms
• Maintain confidentiality of the Firm’s & client’s information

Job Requirements:

• A minimum of High school diploma or equivalent required
• Strong administration skills to include multi-tasking, organization, scheduling, and attention to detail Superior computer skills including Microsoft Office & CRM database experience required
• Social media marketing experience is a plus
• Exceptional verbal and written communication skills
• Ability to set goals and meet deadlines to obtain required results, working independently and within a team
• Possess a positive attitude and deliver five-star customer service through exceptional level of professionalism and business acumen

Job Type and Salary:

• This position is part-time, 20 to 30 hours per week
• Workdays are Monday through Thursday
• Salary is $20.00 to $25.00 per hour based on experience
• Work location is Laguna Niguel, California

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 20 – 30 per week

Schedule:

• Day shift

Shift availability:

• Day Shift (Required)

Ability to Commute:

• Laguna Niguel, CA 92677 (Required)

Work Location: In person