Administrative Assistant

Firm: Safeguard Investment Advisory Group Location: Corona, CA Overview Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm, Safeguard Investment Advisory Group, in Corona, CA is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast‑paced environment, please apply today! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. A sharp phone presence and a love for building rapport with our prospects and clients is a must! What you’ll do Answer phones and greet clients in a friendly, positive, and warm manner Be the first point of contact for prospects and clients Maintain office supplies and out‑going correspondence Assist clients with issues and concerns Build and improve upon client relationships Database management Set appointments with clients and assist Advisor with calendar management Pre‑appointment preparation including compiling account summaries Maintain office filing system, both paper and electronic Record notes from client conversations Other industry‑specific tasks as needed Assist Back‑Office support initiatives and/or core projects that support Advisory teams – including client reviews and prospects plan prep Attend and support bi‑monthly seminars What We’re Looking For Administrative office experience in a fast‑paced environment Advanced skills with MS Office Suite CRM experience Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time‑sensitive tasks Savvy customer service, to include excellent communication, both verbal and written Exhibits meticulous attention to detail and a commitment to accuracy Skilled in building strong, trust‑based relationships with clients by providing attentive, personalized service and guidance Ability to demonstrate persistence to achieve quality Collaborative team player willing to assist others Bonus Points Financial industry experience preferred What You’ll Get $25/hour PTO Medical/dental insurance Schedule In office: Monday‑Friday, 8:30am‑5pm Evenings required for client events, 1‑2 nights/week #J-18808-Ljbffr Safeguard Investment Advisory Group