Lighthouse Financial & Tax Hiring for Administrative Assistant for Financial Advisor Job at Rocklin, CA Full Time

Lighthouse Financial & Tax is a family owned and operated financial firm, located in Rocklin, CA. We provide a variety of financial service with include retirement, financial, income, tax, and estate planning. Visit our website at www.lighthousefinancialtax.com.

POSITION SUMMARY
Our rapidly growing company is currently seeking an energetic, highly motivated individual to fill the position of Vice President of Client Relations.

The ideal candidate for this position needs to possess many qualities including being energetic, organized, happy, professional, and resilient, but above all: a problem solver. If you are a person that is solution-oriented with a ‘can do’ attitude and would like to be part of a fun, fast-paced, growing family business, and is eager to help our company grow to the next level, and be paid well for it then this could be your next long-term role.

We are looking for someone with impeccable abilities to follow procedures, but you will also be encouraged to improve on procedures as well and think for yourself. We are looking for an individual who believes in punctuality.

RESPONSIBILITIES

· Enter new client Information

· Manage existing client data

· Email our clients with updates

· Answer multiple line phone system

· Engage with clients and provide with customer service

· Make & confirm appointments

· Tracking cases

· Administrative work – filling out applications, assisting with client needs, maintaining files, etc.

· Generate spreadsheets of assets.

· Promote with clients an interest in giving referrals and overall assisting with lead generation.

PREFERRED QUALIFICATIONS:

· High School Diploma or Equivalent

· Able to solve problems w/o constant supervision

· Previous experience with computer applications, such as MS Word, Excel, and Outlook

· Great attitude and customer service focused

· Must work well independently and within a team

· Superb communication skills

· 2-5 years in the financial services industry with some knowledge of annuities.

· CRM knowledge

· Social media knowledge.

STATUS

· Full-Time position

· Professional environment and professional attire required.

· Applicants are asked to reply with a statement (cover paragraph or more) of why you think you are the best candidate for this position. Please respond through Indeed system.

· Pay: $60,000-$80,000 depending on experience-plus bonuses

• Office-based position (not remote)
• Rocklin, CA 95765: Reliably commute or planning to relocate before starting work (Required)

Schedule

· 8-hour shift

· Day shift

· Monday through Friday

Job Type: Full-time

Pay: $62,000.00 – $80,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We follow any current guidlines pertaining to COVID-19

Ability to commute/relocate:

• Rocklin, CA 95765: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have 2-5 years experience as an assistant in the financial advisory business

Education:

• High school or equivalent (Required)

Experience:

• annuity: 2 years (Required)
• Financial services: 2 years (Required)
• Financial advisory assistant: 2 years (Required)

Work Location: One location