16 Office Administrator Jobs in Irvine, CA
Asset Retention Insurance Services, Inc. is Hiring an Office Administrator Near Irvine, CA
Office Administrator
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
Asset Retention Insurance Services in Laguna Hills, CA is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description:
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Strong work ethic
- Positive and confident disposition
Minimum Requirements:
- 2 Years prior experience working in financial industry is a plus
- Associate's degree
- Life & Health Insurance License Required within 1st year of employment
- Working knowledge of computers and software, (Microsoft Office)
- Ability to learn quickly and not adverse to change
- Knowledge with working in CRMs (Redtail is a plus)
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Input notes into CRM and keep updated
- Coordinate and follow up on each client transfer
- Review application prior to submission
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments
Salary:
- $55,000
Hours:
- 7:30am-5pm Monday-Thursday; 8am-12pm Friday
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Job Summary
Full Time
$68k-89k (estimate)
06/23/2024
07/11/2024
asset-retention.com
Laguna Hills, CA
<25
Investment Management
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The following is the career advancement route for Office Administrator positions, which can be used as a reference in future career path planning. As an Office Administrator, it can be promoted into senior positions as an Administrative Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Office Administrator. You can explore the career advancement for an Office Administrator below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Office Administrator job description and responsibilities
The office administrator will work closely with staff to provide administrative support and delegate tasks to members of the administrative team to facilitate efficient workflow.
01/16/2022: Santa Cruz, CA
Office administrators are responsible for administrative and organizational tasks, and they make sure that employees remain focused on assigned tasks.
02/16/2022: La Crosse, WI
Office Administrator ensures general management of the office, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning.
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The Office Administrator is ensuring the security of office records/classified materials, equipment and office machines.
01/09/2022: Twin Falls, ID
The Office Administrator prepare, format and quality check documents such as reports, spreadsheets, fee proposal letters, memos, minutes, etc., using Microsoft Office applications.
02/20/2022: Provo, UT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Office Administrator jobs
Office Administrator must possess adaptability to work under pressure.
12/28/2021: York, PA
Must be proficient with technology (Google Drive, MS Office, etc.).
02/26/2022: Newport News, VA
To become a Office Administrator he/she must have the ability to use a desktop computer and office suite software packages.
12/15/2021: Canton, OH
Proven experience as an office administrator, office assistant or relevant role.
01/20/2022: Charleston, WV
Excellent knowledge of MS Office and office management software (ERP etc.).
02/20/2022: Huntington, WV
Step 3: View the best colleges and universities for Office Administrator.
