Administrative Assistant

Position: Administrative AssistantFirm: BML Wealth ManagementLocation: Irvine, CA Overview: BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA. We believe everyone should be able to live the retirement they’ve always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients. We are seeking an experienced Administrative Assistant to join our reputable financial firm as the welcoming first face our clients see. In this pivotal role, you will create a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported from the moment they enter our office. What You’ll Do: Answer phones and greet clients in a friendly, positive, and warm mannerBe the first point of contact for prospects and clientsManage lobby and conference rooms, including setup, organization, and post-meeting cleanupEnsure beverages and snacks are available for clients and guestsKeep the office environment neat, tidy, and organized to ensure a welcoming atmosphereManage and direct the flow of visitors in the front lobby and reception areaCalendar management, including setting and confirming appointmentsPrepare documentation and materials for client appointmentsMaintain the firm’s CRM system (Redtail) through accurate data entry and database managementAssist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after eventsOrder supplies and keep track of inventoryAssist clients with issues, concerns and account inquiriesSort, scan and distribute incoming mail and deliveriesMaintain office filing system, both paper and electronicMaintain job-related/industry specific compliance files What We’re Looking For: 5+ years’ experience in an administrative roleDemonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (Redtail)Collaborative team player willing to assist othersDemonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasksExcellent communication skills; both verbal and written delivered with a sincere and caring attitudeExhibits meticulous attention to detail and a commitment to accuracySkilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidanceSelf-starter who takes initiative and works well independentlyDemonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial mattersThrive in a “time sensitive” environment and adaptable to change without affecting the quality of work What You’ll Get: Pay & Perks: $28.00/hour - $32.00/hour based on experienceMedical, dental and vision insuranceGroup Life and AD&D insurance401k with company matchPTO + birthday offWellness benefits Schedule: Monday-Friday, 8:30am-5:30pmSome evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com