Job Details

Position: Administrative Assistant

Firm: BML Wealth Management

Location: Irvine, CA

Overview:

BML Wealth Management is a retirement planning and wealth management firm located in Irvine, CA. We believe everyone should be able to live the retirement they've always wanted. As a trusted financial advisor in Irvine, helping clients in Orange County plan for and achieve their retirement goals is our #1 priority. Our team of professionals provides personalized financial planning services to help our clients.

We are seeking an experienced Administrative Assistant to join our reputable financial firm as the welcoming first face our clients see. In this pivotal role, you will create a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported from the moment they enter our office.

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
• Manage lobby and conference rooms, including setup, organization, and post-meeting cleanup
• Ensure beverages and snacks are available for clients and guests
• Keep the office environment neat, tidy, and organized to ensure a welcoming atmosphere
• Manage and direct the flow of visitors in the front lobby and reception area
• Calendar management, including setting and confirming appointments
• Prepare documentation and materials for client appointments
• Maintain the firm's CRM system (Redtail) through accurate data entry and database management
• Assist with the preparation and organization of seminars and workshops, including set-up and clean-up before and after events
• Order supplies and keep track of inventory
• Assist clients with issues, concerns and account inquiries
• Sort, scan and distribute incoming mail and deliveries
• Maintain office filing system, both paper and electronic
• Maintain job-related/industry specific compliance files

What We're Looking For:

• 5+ years' experience in an administrative role
• Demonstrates proficiency and confidence working across various platforms and operating systems; Microsoft Office and CRM (Redtail)
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
• 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
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a "time sensitive" environment and adaptable to change without affecting the quality of work

What You'll Get:

Pay & Perks:

• $28.00/hour - $32.00/hour based on experience
• Medical, dental and vision insurance
• Group Life and AD&D insurance
• 401k with company match
• PTO + birthday off
• Wellness benefits

Schedule:

• Monday-Friday, 8:30am-5:00pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Pay Range: $28 - $32 per hour