Administrative Assistant Anaheim, CA

• Provide comprehensive administrative support to the team ensuring effective organization and proactively managing schedules priorities and tasks to keep operations on track
• Complete and process new and existing client paperwork and forms
• Review applications and paperwork for completeness and accuracy before submission
• Handle document management including scanning copying secure uploads and emails
• Maintain the firms CRM (Redtail) through accurate data entry and database management
• Support team by preparing reports presentations and meeting materials
• Maintain office filing system both paper and electronic
• Provide support as needed at seminars and client events
• Back up Client Service Administrator as needed
• Assist the team with various administrative tasks

• Bachelors Degree
• 3 years administrative or client service experience
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance

• $65k-$85k/year based on experience
• 401(k)
• PTO

• In office: Monday Friday 9am-5pm
• Occasional evenings required for client events

Required Experience:

Junior IC