Administrative Assistant

Position: Administrative AssistantFirm: The Corban GroupLocation: Anaheim, CA Overview: The Corban Group is a fast-growing financial planning firm in Anaheim, CA, committed to delivering an outstanding client experience from the very first interaction. We are seeking a highly organized and process-driven Administrative Assistant to support administrative, client service, and operational workflows. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. If you are looking for a rewarding career in a vibrant, fast-paced environment don’t miss this opportunity! What You’ll Do: Provide comprehensive administrative support to the team ensuring effective organization and proactively managing schedules, priorities, and tasks to keep operations on trackComplete and process new and existing client paperwork and formsReview applications and paperwork for completeness and accuracy before submissionHandle document management including scanning, copying, secure uploads and emailsMaintain the firm’s CRM (Redtail) through accurate data entry and database managementSupport team by preparing reports, presentations, and meeting materialsMaintain office filing system, both paper and electronicProvide support as needed at seminars and client eventsBack up Client Service Administrator as neededAssist the team with various administrative tasks What We’re Looking For: Bachelor’s Degree3+ years’ administrative or client service experienceDemonstrates strong proficiency and confidence working across various platforms and operating systemsSelf-starter who takes initiative and works well independentlyExcellent communication; written and verbal, professional and well spokenCollaborative team player willing to assist othersDemonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasksExhibits meticulous attention to detail and a commitment to accuracySkilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance What You’ll Get: Pay & Perks: $65k-$85k/year based on experience401(k)PTO Schedule: In office: Monday – Friday, 9am-5pmOccasional 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