Executive Assistant For A Financial Planning Firm

About us

Pacific Financial Planners is a small but highly successful business in Laguna Niguel, CA 92677. We are professional, fun and nimble working in a fast paced, positive environment- with the reward being seeing our clients achieve their financial goals.

Our work environment includes:

• Safe work environment
• Flexible working hours
• On-the-job training
• Relaxed atmosphere
• Casual work attire
• Independence
• Busy

Job Type: Full-time, permanent

Location: Office in Laguna Niguel, CA

Position: Financial Advisor Sales Assistant and Office Manager

Brief company description: Pacific Financial Planners has been helping clients throughout Southern California for two decades, reach their financial objectives through professional money management. We offer quality personal service, constant account monitoring, objectivity, and expert financial advice throughout the various stages of our clients’ financial life. We offer retirement plan guidance along with creative annuity, long term care and life insurance solutions. Much of our work is handled in person, on the phone and through email with clients. We are a fun, small team looking to add someone who can work independently, be a self starter and find solutions to support our successful business!

This position involves support to existing Financial Planning staff and direct response to customers in person and by phone.

Job includes:

• Assist and support the financial advisor and staff
• Answer client calls and respond to client operational requests, routing calls to appropriate avenues
• Data entry and filing
• Data analysis of company progress and goals
• Complete and process client applications for new accounts and transfers
• Draft letters and client communication
• Appointment scheduling
• General office management and organization
• Processing and Following Up on Client Applications
• Client Billing

Qualifications:

• Previous experience in administrative duties or as a sales Assistant for a Registered Investment Advisor or a Broker in the Financial Planning or securities industry is a MUST! (minimum of 5 years)!
• Excellent written and verbal skills – much of our work is by phone and email with clients
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Ability to analyze data
• Ability to work independently under time pressure
• Flexibility to respond to urgent client or internal requests (no day is ever the same!)
• Strong organizational skills
• Proficient skills with Word, Excel, CRM systems
• Experience with social security analysis systems a plus
• Ability to work Independently

Job Type: Full-time

Pay: $30.00 - $40.00 per hour

Expected hours: 40 per week

Benefits:

• Flexible schedule

Schedule:

• Day shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Securities Industry: 5 years (Required)
• RIA or Stock Brokerage Industry: 5 years (Required)

Language:

• English (Required)

Ability to Commute:

• Laguna Niguel, CA 92677 (Required)

Ability to Relocate:

• Laguna Niguel, CA 92677: Relocate before starting work (Required)

Work Location: In person