Administrative Assistant (Financial Services)

Location: In-person at the local Irvine office, United States

Salary: $48,000 annually, dependent upon experience

Company

Mountain Financial Group provides financial practice support within the hirify.global Financial environment.

What you will do

• Answer incoming calls, respond to information requests, and welcome members.
• Manage postal mail, practice email, office supplies, correspondence, reports, and routine administrative projects.
• Schedule client and member meetings for Financial Advisors and assist with meeting preparation and follow-up.
• Update the contact management system with client and member information and preferences.
• Track practice expenses, oversee bill payments, and support business planning.
• Provide non-licensed administrative backup to other staff members as needed.

Requirements

• Previous administrative or secretarial experience is desired.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
• Ability to manage multiple tasks and maintain high-quality work while handling frequent interruptions.
• Ability to protect sensitive and confidential information.
• Ability to work with all practice roles, represent the organization to external clients, and maintain relationships with outside organizations.
• Background verification and fingerprint submission to the FBI are required as part of the hiring process.

Culture & Benefits

• Full-time schedule, Monday through Friday, from 8 a.m. to 5 p.m.
• Benefits include paid time off and holiday pay.
• Opportunities for professional growth.
• Work includes collaboration with Financial Advisors, practice staff, members, clients, and external organizations.