We are HIRING! Administrative Assistant for a Financial Services Office in Irvine, CA!
Do you have Insurance Industry experience? We are hiring for a Financial Services/ Insurance client and want to speak with you!
Direct Hire Opportunity!
Hourly pay rate: $30.00 - $36.00 per hour depending on experience
Responsibilities:
Client management and maintaining accounts
Process changes, updating clients
Heavy scheduling and follow up
Reaching out to prospective customers
Account set-up, providing onboarding documents
Assist with Marketing materials
Administrative duties, data entry, digital filing, processing emails
Qualifications:
Financial and Estate Planning experience and/ or Life Insurance background
Life/Health Insurance License (preferred)
Excellent listening, oral and written
Comfortable making outbound calls to prospective clients
Professional writing skills
Bachelor's degree
Proficiency in Microsoft Office Suite
APPLY NOW! Respond to this posting or send your resume
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.