Administration Manager

We are always looking for a talented people to join our rapidly growing Financial Advisory firm. Our corporate office is located in Newport Beach, California and we have regional offices in many states across the country.  Refer to this website for locations.  The Administrative Manager position is located in one of our regional offices.   We offer a competitive salary with access to a 401k plan and health insurance. Candidates should be familiar with the financial planning industry.  

Job Duties would include but are not limited to:

• Greeting Clients when they arrive for appointments
• Answering incoming calls to the regional office
• Scheduling and confirming client appointments
• Actively participating in Client case preparation
• Assisting with Client Management and Service System
• Assisting with Practice Management System
• Processing and Tracking New Business documentation
• Maintaining Mail Log and Checks & Services Logs
• Maintaining Client files

This vitally important role requires an individual who is motivated, eager to learn and interested in rapid career growth. Our company prides itself on providing each of our team members an opportunity for both professional and personal growth. We are looking for a team-oriented individual to fill this position.