Redlands Chamber of Commerce · 2 weeks ago
Front Office Administrative Assistant
Redlands, US
Full-time
Onsite
New Grad, Entry LevelMaupin Payne Financial Advisors is a trusted name in the securities industry, committed to delivering proactive, high-caliber financial services to our clients. They are seeking a Front Office Administrative Assistant to enhance the client experience by providing operational and administrative support to the team and ensuring seamless service delivery.
Civic & Social Organization
Responsibilities
Greet clients and visitors, ensuring a professional and welcoming environment
Answer and manage incoming calls
Independently handle operational and processing tasks to fulfill client requests
Resolve client issues promptly and effectively
Generate daily reports, manage mailings, and perform data entry across multiple systems
Maintain Financial Advisors’ schedules and prepare meeting reports
Keep front office areas neat and organized
Order supplies and assist with special projects as needed
Qualification
Required
Strong communication skills, both internal and external
Ability to multitask and remain professional under pressure
Proficiency in Microsoft Office Suite (Excel, Outlook; testing may be required)
Ability to sit for extended periods
Typing speed of 40+ WPM and basic math skills (testing required)
Must pass fingerprinting, criminal background check, and bankruptcy report per FINRA and Broker Dealer requirements
Preferred
Previous experience in financial services or banking preferred
Self-starter with initiative and accountability
Strong interpersonal skills and a genuine desire to help others
Comfortable with technology and demonstrates urgency in completing tasks
Reliable, detail-oriented, and takes pride in delivering exceptional work
Benefits
Generous retirement plan
Paid time off and holidays
Company
Redlands Chamber of Commerce
The Redlands Chamber of Commerce is located at 47 N. First Street Redlands, CA 92373
Founded in 1893
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase