Employee Trust Administrator jobs in California

Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily?

If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Asset Retention Insurance Services in Laguna Hills, CA is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description : The purpose of this position is to service the existing client base with all service requests including beneficiary changes / withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his / her review meetings, and preparing issued accounts for delivery. Key Skills :

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through
• Strong work ethic
• Positive and confident disposition

Minimum Requirements :

• 2 Years prior experience working in financial industry is a plus
• Associate's degree
• Life & Health Insurance License Required within 1st year of employment
• Working knowledge of computers and software, (Microsoft Office)
• Ability to learn quickly and not adverse to change
• Knowledge with working in CRMs (Redtail is a plus)

Responsibilities :

This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.

Other daily, weekly, and monthly tasks may include :

• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings
• Assist in setting client appointments
Salary :
• $55,000
• $55,000

Hours :

• 7 : 30am-5pm Monday-Thursday; 8am-12pm Friday

Last updated : 2024-06-11