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Office Manager - Client Services - Sales Assistant to an RIA

Pacific Financial Planners, LLC
San Juan Capistrano, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Pacific Financial Planners is a small business in Laguna Niguel, CA 92677. We are professional, fun and nimble working in a fast paced, positive environment- with the reward being seeing our clients achieve their financial goals.

Our work environment includes:

  • Safe work environment
  • Flexible working hours
  • On-the-job training
  • Relaxed atmosphere
  • Casual work attire

Job Type: Part-time or Full-time, permanent

Location: Office in Laguna Niguel, CA

Position: Financial Advisor Sales Assistant

Brief company description: Pacific Financial Planners has been helping clients throughout Southern California for almost two decades reach their financial objectives through professional money management. We offer quality personal service, constant account monitoring, objectivity, and expert financial advice throughout the various stages of our clients’ financial life. We offer retirement plan guidance along with creative annuity, long term care and life insurance solutions. Much of our work is handled through email and on the phone with clients. We are a fun, small team looking to add someone to support our successful business!

This position involves support to existing financial planning staff and direct response to customers in person and by phone.

Job includes:

  • Assist and support the office manager and financial advisor
  • Answer client calls and respond to client requests, routing calls to others as needed
  • Data entry and filing
  • Data analysis of company progress and goals
  • Assist in completing and processing client applications for new accounts
  • Drafting letters and client communication
  • Some appointment scheduling
  • Assist with general office management and organization


  • Previous experience in administrative duties or as a sales assistant in the financial planning industry (minimum of 2 years)
  • Excellent written and verbal skills – much of our work is by phone and email with clients
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Ability to analyze data
  • Ability to work independently under time pressure
  • Flexibility to respond to urgent client or internal requests (no day is ever the same!)
  • Strong organizational skills
  • Familiarity with Word, Excel, CRM systems
  • Experience with social security analysis systems a plus

Job Types: Full-time, Part-time

Salary: $25.00 - $30.00 per hour



  • Flexible schedule




  • Day shift
  • Monday to Friday




  • Associate (Preferred)




  • Work in the Financial Securities field: 2 years (Required)


Work Location: One location

Company Description
We are a small Registered Investment Advisory firm who has helped hundreds of families achieve their financial goals and live their retirement comfortable and without worry. We've been around for 20 years and will be for many more years in the future.

Pacific Financial Planners, LLC


30131 Town Center Dr. Ste #105 Laguna Niguel Ca 92677

San Juan Capistrano, CA