Job description

Job Title: Client Relationship Specialist/Administrative Assistant
Status: Part-Time to Full-Time in Sacramento, CA

Non-Exempt
Pay Range: $22 - $25 per hour D.O.E.
Relevant Work Experience: 3+ years
Job Category: Administrative and Support Services

About us -
We are a financial services practice in Sacramento, CA who believe in empowering women and our underserved communities through education and helping them build generational wealth. Our team is diverse, cohesive, and collaborative. We care deeply about helping our clients achieve their financial goals and creating economic freedom and stability for generations to come. We do this through our various programs, financial strategies, and investment services. We are growing and looking for someone to join our team who wants to build a career of service, filled with purpose and passion.

About you –
You are an administrative pro who wants to be an important and significant part of our organization and make a real, positive impact in people’s lives. You have a positive, energetic persona and you are passionate about serving and supporting clients to help them build a better life. You love working with clients, developing rapport, and making sure those you serve are well taken care of. You are self-motivated when it comes to your personal performance. You love a fast-paced environment and have a strong work ethic. You are resilient and are always able to maintain composure, even in stressful situations. You are organized and diligent when it comes to follow through, details rarely slip through your grasp. You want to be part of a collaborative team and enjoy being the fuel that helps build comradery. You love to learn new things and jump at the chance to be creative, innovative, and contribute ideas. You are a go- getter who enjoys taking on new challenges, but also don’t mind doing the little things that help keep a business running smoothly.
You enjoy working with a variety of personality types and have no problem developing rapport during your professional interactions.
Most of all you want to build a career working within a culture of like-minded, passionate individuals, uplifting people in our community.

The Job Responsibilities –

• Provide service and a positive client experience
• Support the onboarding process
• Provide technical and administrative support during our financial services process (eMoney experience, a plus)
• Process applications and paperwork with precision (prior experience in finance, law, or mortgage, a plus)
• Support clients through the scheduling process and management meeting logistics
• Support marketing and networking projects and events
• Support our bookkeeping process
• Manage our CRM system and data aggregation (experience with Redtail, a plus)
• Create additional opportunities to develop strong relationships with our clients and community

We offer -

• A chance to make a real difference in people’s lives,
• A supportive and professional environment, yet we keep it fun and energetic!
• Base compensation and bonus structure,
• A real opportunity for professional development,
• Also, the potential to increase your hours in the future and health benefits

To apply -
Email your resume, cover letter (we’d love to see your communication skills) and salary requirements to: shayne@corrieafinancialgroup.com. Equal Opportunity Employer

Shayne Corriea Fernandez is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors, a broker-dealer (member SIPC). Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.

Shayne Corriea Financial Group is not an affiliate of Lincoln Financial Advisors. CRN-4332129-021622

https://www.corrieafinancial.com

Job Type: Part-time

Pay: $22.00 - $25.00 per hour

Benefits:

• Flexible schedule
• On-the-job training
• Paid time off

Experience level:

• 3 years

Shift:

• 4 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• Hybrid remote
• Office

Work Location: Hybrid remote in Sacramento, CA 95816

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