Sagient
Job Description
Company Description Advisor Resource Group (ARG) is a family‑owned and operated firm that provides strategic investment and insurance guidance based on building strong relationships and fortifying financial futures. ARG offers personalized strategies for clients in various industries, including medical professionals, SoCal Edison personnel, small business owners, and individuals seeking to protect their investments and legacies.
Role Description This is a part‑time on‑site Administrative Assistant role located in Los Alamitos, CA at Advisor Resource Group. The Administrative Assistant will be responsible for providing administrative support, managing phone calls, fostering effective communication within the team, and utilizing clerical skills to assist with daily tasks.
Qualifications
Administrative Assistance and Executive Administrative Assistance skills
Strong phone etiquette and communication skills
Proficiency in clerical tasks
Attention to detail and organizational skills
Ability to multitask and prioritize tasks effectively
Experience in the financial or insurance industry is a plus
Proficiency in Microsoft Office suite (Outlook, Word, Excel, and Teams)
Associate's degree or relevant certification
Maintain and update CRM records, document management systems to ensure accuracy and compliance.
Industry
Financial Services
Employment Type Part‑time - 30 hours a week with potential to go Full‑time
Must-have qualifications
Have at least 1-2 years’ experience in the financial / insurance industry
Preferred qualifications
We must fill this position urgently. Can you start immediately?
#J-18808-Ljbffr
Company Description Advisor Resource Group (ARG) is a family‑owned and operated firm that provides strategic investment and insurance guidance based on building strong relationships and fortifying financial futures. ARG offers personalized strategies for clients in various industries, including medical professionals, SoCal Edison personnel, small business owners, and individuals seeking to protect their investments and legacies.
Role Description This is a part‑time on‑site Administrative Assistant role located in Los Alamitos, CA at Advisor Resource Group. The Administrative Assistant will be responsible for providing administrative support, managing phone calls, fostering effective communication within the team, and utilizing clerical skills to assist with daily tasks.
Qualifications
Administrative Assistance and Executive Administrative Assistance skills
Strong phone etiquette and communication skills
Proficiency in clerical tasks
Attention to detail and organizational skills
Ability to multitask and prioritize tasks effectively
Experience in the financial or insurance industry is a plus
Proficiency in Microsoft Office suite (Outlook, Word, Excel, and Teams)
Associate's degree or relevant certification
Maintain and update CRM records, document management systems to ensure accuracy and compliance.
Industry
Financial Services
Employment Type Part‑time - 30 hours a week with potential to go Full‑time
Must-have qualifications
Have at least 1-2 years’ experience in the financial / insurance industry
Preferred qualifications
We must fill this position urgently. Can you start immediately?
#J-18808-Ljbffr