We are an established financial planning company in Irvine. We are a small staff, and are looking for an additional Service 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 deal with client requests.
- Follow client tasks from beginning to completion.
- 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 preferred.
Please check out our website at iwmpartners.com to learn more about the company.
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
Ability to Relocate:
Work Location: In person
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