Financial Planning Administrative Assistant
Job DescriptionJob Description
We are thrilled to announce we are hiring for a Financial Planning Administrative Assistant role for a company in Carlsbad, CA. Are you interested? Submit your resume or call us for more information at 760-438-0161.
Financial Planning Admin Assistant
Shift/Hours: Monday - Friday 8:00-5:00 PM ( Full-Time)
Pay Range: $24/hr- $28/hr
Location: Carlsbad, CA 92011
Key Responsibilities & Duties:
- Collect client and product data from CRM, client meetings, provider calls, and other sources
- Assist in preparing for client meetings and executing post-visit action items
- Compare current client solutions with available products
- Manage document control, task scheduling, and procedural updates
- Respond to inquiries promptly (preferably within 24 hours)
- Draft and manage client communications
- 5+ years of administrative office experience in a fast-paced environment
- Intermediate to advanced proficiency in Microsoft Office Suite
Qualifications:
- Experience in the financial services industry
- Familiarity with Redtail CRM and planning tools such as the Covisum Suite and Retirement Analyzer
- Experience with annuity, life, and AUM paperwork processing
- Insurance and/or Securities License (or willingness to obtain)
Benefits of working with PrideStaff:
- Medical, Rx, and Wellness Benefits
- Dental and Vision Plan Options
- Short-term
- 401(k) Retirement Plan
- Holiday Pay
Interested in this Financial Planning Admin Assistnat role, but don’t have a resume? No
worries, give us a call at 760-438-0161.
Join Us.
PrideStaff Company Overview
PrideStaff is dedicated to helping you succeed! Our team of consultants provides valuable employment market insights and resources to support you on your career journey. We have assisted tens of thousands of individuals in finding exceptional career growth opportunities over the years. At PrideStaff, we prioritize building relationships and advocating for you with our network of employers nationwide. Our recruiters are committed to guiding you with career tools and resources.
Company DescriptionPrideStaff is a staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance!
PrideStaff is honored to have earned the prestigious Best of Staffing Diamond Award. Less than 2% of all staffing agencies in North America receive the Best of Staffing Award for service excellence and only 18% have gone on to earn the Diamond Award for service excellence. In addition, PrideStaff is the only commercial staffing firm in the U.S. and Canada with over $100 million in revenue to earn the Diamond Award for two years in a row, highlighting exceptional client and talent service quality.
Our Mission: Consistently provide client experiences focused on what they value most.Company DescriptionPrideStaff is a staffing organization, delivering innovative solutions to the challenges employers face every day. Over the years, PrideStaff has been a consistent industry leader, developing technology and service processes that allow our organization to deliver superior performance. With locations across the United States, we're well positioned to partner with clients and candidates to ensure a successful match of employee talent with customer needs. When it comes to your success, we leave nothing to chance! \r\n\r\nPrideStaff is honored to have earned the prestigious Best of Staffing Diamond Award. Less than 2% of all staffing agencies in North America receive the Best of Staffing Award for service excellence and only 18% have gone on to earn the Diamond Award for service excellence. In addition, PrideStaff is the only commercial staffing firm in the U.S. and Canada with over $100 million in revenue to earn the Diamond Award for two years in a row, highlighting exceptional client and talent service quality. \r\n\r\nOur Mission: Consistently provide client experiences focused on what they value most.