Administrative Assistant - Financial Planning
Company: IWM Partners
Location: Irvine
Posted on: May 14, 2022
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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 iwmpartners.com to learn
more about the company.
Keywords: IWM Partners, Irvine , Administrative Assistant - Financial Planning, Accounting, Auditing , Irvine, California
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