Wednesday, March 16, 2016

Financial Planning Admin Assist - Irvine, CA

Financial Planning Administrative Assistant (experience REQ) - Irvine, CA

WealthWise Financial Services is a full-service wealth management organization offering securities and financial planning through LPL Financial. We are a fast-paced and growing organization that prides itself on customer service and the quality of our employees.

Areas of Responsibility
•Screen calls, visitors, emails to effectively prioritize workflow for the Advisor.
•Provides assistance in the day-to-day processing of client paperwork and transaction processing. This includes checking paperwork for completeness and accuracy and opening client accounts.
•Schedule and maintain calendar for client meetings, conference calls, and other events.
•Independently researches, prioritizes, and follow up on multiple incoming issues and concerns addressed to the Advisor, including those of a sensitive and/or confidential nature; determines the appropriate course of action, and/or response.
•Manages communication flow from Advisor to internal and external parties. Represents and manages (on behalf of the Advisor) key external relationships with regard to clients, vendors, partners and other business associates.
•Collaborate with team members to create smooth work flow and meet deadlines.
•Organizes and maintains required compliance files, keeps prospectuses and paperwork up-to-date.
•Researches information, resolves any outstanding client, transaction or paperwork issues.
•Provides administrative support, including assistance in composing and editing routine and advanced correspondence including letters, presentations, memoranda, and reports. Prepares documents, account paperwork and reports for client meetings.
•Participates in meetings as requested to take meeting notes, future planning, distribution and follow-up.
•Assists with special projects as requested including tasks related to Excel.
Education & Experience Requirements
•Bachelor's degree is preferred
•Minimum 4 years experience working as an administrative assistant to a financial advisor or planner is preferred
•Must have prior experience working in the financial services industry

Knowledge, Skill and Ability Requirements
•A high level of professionalism and an appreciation for the confidentiality and sensitivity of information received and handled.
•Knowledge of general office procedures
•High level of proficiency with all MS Office applications including: Word, Excel and Outlook, as well as Act. Must have the ability to navigate easily through Internet-based systems

Position Type: Full Time
Job Function: Administrative

Qualifications: You must have excellent organizational skills, attention to detail, accuracy, interpersonal skills, ability to use personal computer for word processing, experience working with social media, and professional image and demeanor.
Job Description:
Perform operational tasks, and assist on daily activities. We seek experience in areas such as:

·   Ability to work under high demands and expectations
·   Ability to be pro-active and independently prioritize and organize
·   Excellent oral and written communication skills
·   A high level of professionalism

Required experience:  Administrative Assistant to Financial Adviser: 4 years
To apply: Please send resume to

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