Operations/Administrative Assistant

Location: Tustin
Posted on: June 23, 2025

Job Description:

Financial Advisor Looking for Operations/Administrative Assistant Full-Time This Jobot Job is hosted by: John Erwin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $60,000 - $85,000 per year A bit about us: We are a Small Financial Planning, Wealth Management and Tax Planning firm in Orange County Why join us? Competitive Compensation Overtime Available Profit Share Annual Bonus Full Benefits (Medical, Vision, Dental) 401k Match Career growth Fast paced but fun working environment Job Details Job Details: We are a dynamic, fast-paced and growing company in the Tax, Retirement, Wealth & Financial planning industry, seeking a seasoned Operations/Administrative Assistant. This high-impact role is perfect for someone with a strong administrative background, a passion for finance, and a knack for keeping things organized and running smoothly. With a broad range of responsibilities, from managing financial systems to coordinating various administrative tasks, this position is integral to our daily operations. Responsibilities: As an Operations/Administrative Assistant, you will: 1. Assist in the management and coordination of financial planning and wealth management activities, including investment, estate management, and retirement planning. 2. Manage and maintain CRM databases such as Salesforce and Redtail, ensuring accurate and up-to-date client data. 3. Provide support to the team in onboarding new clients, including enrollment in benefits and 401k plans. 4. Handle various administrative tasks such as filing, coordinating, and clerical duties to ensure smooth office administration. 5. Execute wire transfers and manage financial systems, ensuring accuracy and compliance with company and regulatory standards. 6. Provide support in the use and management of financial platforms such as LPL Financial, MassMutual, and BlackRock. 7. Assist in tax-related tasks, ensuring timely and accurate processing. 8. Coordinate with insurance providers and handle related administrative tasks. 9. Utilize advanced Excel skills to manage and analyze data, create reports, and implement formulas that drive efficiency. Qualifications: The ideal candidate for the Operations/Administrative Assistant position will have: 1. A minimum of 5 years of experience in an administrative role in the Accounting and Finance industry. 2. Proficiency in Excel, including the use of complex formulas, and CRM systems such as Salesforce and Redtail. 3. Experience in financial planning, including investment, estate management, retirement planning, and 401k. 4. Familiarity with financial systems and platforms such as LPL Financial, MassMutual, and BlackRock. 5. Experience in coordinating and managing administrative and clerical tasks in a busy office environment. 6. Knowledge of insurance and benefits enrollment and management. 7. Experience in handling wire transfers and managing financial systems. 8. Strong organizational skills, with the ability to handle multiple tasks and deadlines. 9. Excellent communication skills, both written and verbal. 10. A proactive approach, with the ability to work independently and as part of a team. 11. A high level of discretion and confidentiality, due to the sensitive nature of the information handled. This is an exciting opportunity to join a dynamic team and make a significant impact on our operations. If you have a passion for finance and administration, and the skills to match, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Pico Rivera , Operations/Administrative Assistant, Accounting, Auditing , Tustin, California