Office Manager - Client Services - Sales Assistant To An Ria

Pacific Financial Planners is a small 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

Job Type: Full-time, permanent

Location: Office in Laguna Niguel, CA

Position: Financial Advisor Sales Assistant / Operations and Office Manager

Brief company description: Pacific Financial Planners has been helping clients throughout Southern California for almost 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, via email and on the phone with clients. We are a fun, small team looking to add someone 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 Office Manager and financial advisor
• Answer client calls and respond to client requests, routing calls to others as needed
• Data entry and filing
• Data analysis of company progress and goals
• Assist in completing and processing client applications for new accounts
• Drafting letters and client communication
• Some appointment scheduling
• Assist with general office management and organization
• Quarterly Client Billing
• Accurate Record Keeping and Data Tracking

Qualifications:

• Previous experience in office administrative duties and as a Sales Assistant in the financial planning industry (minimum of 5 years)
• Excellent written and verbal skills – much of our work is in person, 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
• Familiarity with Word, Excel, CRM systems
• Experience with social security analysis systems a plus

Job Types: Full-time, Part-time

Salary: $30.00 - $40.00 per hour

Benefits:

• Flexible schedule

Schedule:

• Day shift
• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Work in the Financial Securities field: 5 years (Required)

Work Location: One location