Financial Administrative Assistant

Support Client Success While Advancing Your Skills and Career at a Thriving Small Firm

Diverse Backgrounds Welcome: Fast-Paced, Service-Oriented Experience Can Make You a Great Fit

You’re detail-oriented with a service-driven mindset, eager to learn, and always striving to grow and advance your career. With a few years of business experience, the ability to manage diverse tasks, and a strong commitment to confidentiality, you could be the perfect fit for our team. Consider the advantages of joining us. You will:

• Enjoy the close-knit feel of a small firm while benefiting from a family-like culture and opportunities for growth and stability.
• Report to and learn from a positive, upbeat supervisor who started in this role and has advanced multiple times. Prove yourself and you can do the same.
• Join a career path where growth is the goal. We’re committed to helping our team develop and excel through training, certifications, and occasional conferences. We cover the cost of passed tests and reward your expanding knowledge with raises.
• Take part in a culture of rewards and recognition! We love celebrating birthdays, milestones, deal closings, and more. Your contributions will be appreciated, and we make sure to recognize and reward hard work.
• Enjoy a stable schedule with the opportunity for seasonal overtime. You'll work onsite in Redlands, Monday to Thursday from 8:00 AM to 5:30 PM and Friday from 8:00 AM to 2:30 PM. During the busy August and September peak season, you’ll have the chance to earn significant overtime.

This role starts at $22 to $27 per hour, depending on experience and education, with opportunities to increase compensation through certifications, licensure, and discretionary bonuses. After 30 days of employment, you’ll be eligible for a comprehensive benefits package, including medical, dental, vision, life and disability insurance, paid vacation and holidays, and a 401(k).

The Requirements

To be a good fit for the job of Financial Administrative Assistant (internally titled Case Manager Assistant), you will have:

• 1-2 years of professional or service experience requiring multitasking and prioritization skills.
• Exceptional attention to detail and strong organizational skills.
• Strong computer skills including proficiency with Microsoft Office Suite.
• Demonstrated skills in relationship building and client service.
• Ability to work effectively in a fast-paced, deadline-driven environment with strict confidentiality.
• Ability to pass a background check.

Additional education and experience are a plus, including a degree, experience in financial services or case management, a CPA firm, bookkeeping, loan processing, etc.

The Job

You'll report to the Case Manager Team Leader and handle a range of duties, from administrative tasks like calendaring and preparing complex meeting packages (e.g., multi-page agendas, flow charts, financial statements) to assisting with real estate and insurance transactions or coordinating with vendors and clients' staff. Your role will involve taking on tasks and driving them forward, consistently delivering quality, whether it's a small task like creating a document or a larger one, such as a one-off project.

Keys to Success

Attention to detail, prioritization, and resourcefulness are critical for this role. Some tasks, like following the format of a meeting package or filling in an Excel sheet, will have clear shortcuts, but others may be entirely new. We’ll provide training and answer your questions, but you’ll need the drive to dig in, use available resources, and find solutions. There’s a lot to learn, so a genuine enthusiasm for learning will help you thrive here.

About Us

Money Strategies, Inc. is a well-established financial planning firm, serving high-net-worth individuals since 2003. We provide effective strategies to protect assets, manage risks, and plan for retirement. We invite you to join us in fostering an environment where everyone feels valued and empowered to do their best work. Apply today.

EOE/AA/M/F/Vets/Disabled