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Wealth Enhancement · 1 day ago

Temporary Administrative Assistant

Irvine, CA

Full-time

Onsite

Entry Level

$19/hr - $21/hr

2+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. They are seeking a temporary Administrative Assistant to provide office support during tax season, including managing correspondence, client meetings, and maintaining organized records.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Provide office support, including typing and generating correspondence, forms, policies and general office documents. Provide support for client meetings

Answer telephone, screen and route phone calls, and take messages as appropriate. Set up conference calls and video conferences

Sort and deliver all incoming mail and deliveries

Handle standard correspondence as requested, including form letters and responses to requests for information

Support clients as they complete paperwork and provide necessary signatures

Keep standard forms up-to-date

File and scan as requested

Establish, maintain and comply with orderly record keeping system, ensuring maintenance of confidential account files and proper workflow

Support in generating reports for meetings and presentations

Maintain a clean and organized reception area, conference rooms, and kitchen

Under the direction of your manager, assist with various office projects as requested

Qualification

Administrative Assistant experienceMicrosoft Office suiteCRM experienceBusiness office proceduresSalesforce familiarityWorkday familiarityHighly organizedOrganizedAble to prioritizeWritten communication skillsVerbal communication skillsDetail orientedAdaptable

Required

High School Diploma or GED

2 years of Administrative Assistant experience

Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization

Detail oriented, highly organized and adaptable

Experience with Microsoft Office suite

Business office procedures knowledge

Organized and able to prioritize work

Preferred

CRM experience preferred

Familiarity with Salesforce and Workday a plus

Benefits

Training and professional development

401k – with match and profit sharing

Wellness programs and resources

Worker's compensation – employer paid

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees