Asset Retention Insurance Services, Inc Hiring for Office Assistant Job at Laguna Hills, CA Full Time

Job Description

Do you have superior administrative skills, a caring nature and great work ethic that you want to contribute to a fast-paced financial planning office? If you are looking to join a successful, caring and good-natured team…then we want to talk to you. Our financial firm in Laguna Hills is looking to add an Office Assistant to our growing firm to help ensure smooth day to day operations while providing superior customer service to our clients and prospects. The ideal candidate for this role will enjoy working directly with clients, have a strong attention to detail and can assist with various industry-specific tasks to help ensure the office runs efficiently. Our formula for success is to put our clients first.

Minimum Requirements:

· Financial Industry experience preferred, but not required

· Intermediate to advanced skills with MS Office Suite and type a minimum of 45 wpm

· Desire to obtain long-term employment

This position requires that you possess the following skills:

· Good-natured, positive attitude

· A natural “People Person”

· Strong organizational skills

· The ability to retain and follow company protocols

· Patience

· Savvy customer service to include excellent communication both verbal and written

· Strong follow-through and reliability

· Superb attention to detail

· Ability to demonstrate persistence to achieve quality

· Great Listener

Responsibilities:

Assisting Team with:

· Answer phones & greet clients in a friendly, positive and warm manner

· Give the company tour of the office as well as play specific videos for our clients/potential clients

· Be the 1st point of contact for prospects and clients

· Maintain office supplies and a clean office environment

· Handle all incoming and outgoing mail

· Assist in maintaining an organized, compliant and efficient filing system; both paper & electronic

· Assist clients with issues and concerns

· Assist Advisor with preparing Applications and Illustrations

· Resetting of Advisors Conference Room after every meeting

· Build and improve upon client relationships

· Database management (Redtail/CRM experience preferred; not required)

· Assist Advisor with calendar management

· Assist with follow-up calls to client and potential clients

· Confirm appointments

· Record notes from all client conversations

· Prepare coffee & snacks for client’s and Advisor

· Other industry-specific tasks as needed

No relocation packages will be offered for this position; South Orange County candidate’s only, with preference to 10 or 15 miles maximum from office in Laguna Hills.

Compensation:

· 50k per year

· If Life Insurance licensed: Automatic pay bump of 2k to the annual start pay

· Monthly and Annual Bonus opportunities

· Employee Retirement Plan Package

· Health Insurance options

· Vision Coverage

Job Type: Full-time

Pay: $50,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Do you live within 10 miles of Laguna Hills, CA

Experience:

• Customer service: 2 years (Required)

Work Location: One location