About Us: We are a growing team in the wealth management/financial planning industry that has a strong local presence in Ventura County.
Our mission is to help families reach their goals, achieve financial independence and protect their wealth for the next generation.
Our team culture revolves around our three pillars: family, integrity and wisdom.
We offer flexible hours and can accommodate hybrid remote work.
Job Description:
We are seeking a detail-oriented and organized Administrative Assistant to join our team on a part-time basis.
The ideal candidate will play a role in supporting the day-to-day administrative operations in the company and is detail-oriented, highly organized and capable of handling confidential information with discretion.
This position requires a proactive individual with excellent communication and organizational skills and can efficiently manage various administrative tasks.
Spanish is a plus.
Responsibilities:
1\.
Provide administrative support to ensure efficient operation of the office.
2\.
Prepare and edit correspondence, communications, presentations and other documents on behalf of the team.
3\.
Greet and assist visitors in a professional and friendly manner
4\.
Maintain office filing and record-keeping systems
5\.
Open new accounts and handle customer service issues
6\.
Schedule and coordinate meetings, appointments and travel arrangements
7\.
Assist in the preparation of reports, presentations and other documents
8\.
Assist with organizing company events and team-building activities
9\.
Collaborate with other team members to ensure effective communication and coordination
10\.
Perform other administrative tasks assigned.
Qualifications:
1\.
Proven experience as an Administrative Assistant or similar role
2\.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
3\.
Strong organizational and time management skills
4\.
Excellent verbal and written communication abilities
5\.
Ability to multitask and prioritize tasks effectively
6\.
Detail-oriented and able to maintain a high level of accuracy
7\.
Ability to work independently and as part of a team
8\.
Discretion and confidentiality when handling sensitive information
9\.
Flexibility and adaptability to handle changing priorities
10\.
A positive and professional attitude
Education and Experience
• Bachelors Degree in Business Administration or a related field preferred.
• High school diploma; additional qualifications in Office Administration or related field is a plus
• Relevant work experience in the financial industry is a plus
How to Apply:
Interested candidates are invited to submit their resume and cover letter to AWM_Employment@lfg.
com.
Please include “Administrative Assistant Application” in the subject line.
We are an equal opportunity employer.
We encourage applicants from all backgrounds to apply.
CRN-6303242-012924
Abiel Acosta is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp.
, a broker/dealer (member SIPC) and registered investment advisor.
Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc.
and other fine companies.
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