Administrative Assistant

Company Description Advisor Resource Group (ARG) is a family-owned and operated firm that provides strategic investment and insurance guidance based on building strong relationships and fortifying financial futures. ARG offers personalized strategies for clients in various industries, including medical professionals, SoCal Edison personnel, small business owners, and individuals seeking to protect their investments and legacies. Role Description This is a part-time on-site Administrative Assistant role located in Los Alamitos, CA at Advisor Resource Group. The Administrative Assistant will be responsible for providing administrative support, managing phone calls, fostering effective communication within the team, and utilizing clerical skills to assist with daily tasks. Qualifications * Administrative Assistance and Executive Administrative Assistance skills * Strong phone etiquette and communication skills * Proficiency in clerical tasks * Attention to detail and organizational skills * Ability to multitask and prioritize tasks effectively * Experience in the financial or insurance industry is a plus * Proficiency in Microsoft Office suite (Outlook, Word, Excel, and Teams) * Associate's degree or relevant certification * Maintain and update CRM records, document management systems to ensure accuracy and compliance. Industry * Financial Services Employment Type Part-time - 30 hours a week with potential to go Full-time Must-have qualifications * Have at least 1-2 years' experience in the financial/insurance industry Preferred qualifications * We must fill this position urgently. Can you start immediately?

Created: 2025-10-13