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Administrative Assistant - Financial Planning

Company: IWM Partners
Location: Irvine
Posted on: May 14, 2022

Job Description:

We are an established financial planning company in Irvine. We are a small staff, and are looking for an additional Administrate Assistant on our operations side. The primary duties related to the position are:- Ensure clients are received in a professional, friendly manner.- Ensure that all administrative tasks are completed in a timely manner.- Ensure a professional environment is maintained.Associated tasks are (not limited to):- Process client paperwork (new accounts, journals, distributions, etc.).- Handle incoming phone calls and routing them to the appropriate staff member.- Handle mail on a daily basis.- Be responsible for all aspects of compliance filing.- Greet and welcome all clients and prospects who arrive for appointments.- Contact clients for scheduling purposes.- Ensure etiquette letters are sent promptly.This is a full time position, and the hours are expected to be 8AM to 5PM. Experience in the financial services industry is required!Please check out our website at to learn more about the company.

Keywords: IWM Partners, Irvine , Administrative Assistant - Financial Planning, Accounting, Auditing , Irvine, California

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