Sales Administrative Assistant

Job Title : Sales Administrative Assistant to Financial Advisors Location : Hybrid (UTC main SD office & remote). Employment Type : Full-Time between 25-40 hours per week Reports To : 3 seasoned Financial Advisors Salary range : $23 to start with a 6-month review About the Role Are you someone who thrives in a detail-oriented environment, enjoys supporting others, and is motivated by a sense of purpose in your work? We’re looking for a high-caliber Sales Administrative Assistant who is passionate about delivering top-tier service to clients, thrives in a structured environment, and is excited about being part of a “dream team” in a financial advisory firm. This is more than a job — it’s a key role on a team committed to excellence, long-term relationships, and doing work that matters. Key Responsibilities Schedule and confirm client meetings, prepare meeting materials, and maintain accurate client records Maintain CRM/database systems with up-to-date client and prospect information Monitor deadlines and assist with compliance and documentation follow-ups Process forms and applications related to investment accounts, insurance, and financial products Track and improve systems and processes for greater team efficiency Anticipate the advisor’s needs and proactively address administrative tasks before they become issues Uphold a high standard of confidentiality and professionalism at all times Qualifications Proven experience in an administrative or client service role, preferably in financial services Strong organizational and time management skills with a high attention to detail Excellent verbal and written communication skills Proficient in Microsoft Office Suite (Word, Excel, Outlook, Bookings); experience with CRM systems is a plus (we use Salesforce). Ability to handle confidential information with discretion Self-motivated and capable of working independently or as part of a team Strong problem-solving skills and a customer service mindset What We Offer A supportive and collaborative work environment Opportunities for professional development and industry training Flexible scheduling options What we are looking for If you naturally exhibit the following traits, you’re likely a great fit: Detail-Obsessed – You don’t let anything fall through the cracks Systems Thinker – You enjoy improving processes and working within structure Client-Driven – You’re happiest when you’ve helped make a client’s day easier Team-Minded – You value clarity, communication, and shared success Resilient & Dependable – You’re steady under pressure and never “ghost” when it gets tough This is a hybrid role, with the majority of time spent in our San Diego office, located at 4370 La Jolla Village Drive, Suite 310, San Diego, CA 92122 #J-18808-Ljbffr Prudential Financial