We are a fast-paced financial services office near the Irvine Spectrum looking to hire a Full-Time Office Assistant to support our sales and planning team. We’re a warm, friendly team that values reliability, organization, and a can-do attitude. If you enjoy helping others and working in a structured, professional environment, we want to hear from you!
Key Responsibilities:
– Schedule client meetings and internal events
– Provide excellent customer service
– Prepare materials for sales presentations
– Data entry and running reports (we will train)
– Follow up with clients and vendors as needed
What We're Looking For:
– Strong communication and organizational skills
– Basic computer skills (Excel required)
– CRM experience is a plus
– 1–3 years of experience in financial services preferred
– OR someone highly motivated and ready to learn
Compensation & Benefits:
– Salary: $48,000–$60,000/year (based on experience)
– 12 paid holidays + 4 personal sick days
– 401(k) match after 1 year
– Profit sharing after 3 years
Location: On-site in Irvine Spectrum area
How to Apply:
Please reply with your resume and a short note about why you’re a great fit for this role.