Company Description

Accelerate Retirement is an SEC-registered investment adviser specializing in corporate retirement plan management and guiding individuals toward successful retirement.

Role Description

We are seeking a full-time Administrative Coordinator to join our team at Accelerate Retirement in Aliso Viejo, CA. This hybrid role includes three to four days a week in our office and one to two days working from home.

Key Responsibilities:

Manage calendars and schedule appointments for team members.
Answer phone calls and respond to inquiries in a professional manner.
Process client paperwork.
Facilitate client account onboarding by managing paperwork and documentation.
Perform ad-hoc administrative tasks as needed to support the team.
Run client reports and help prepare for client meetings.

Qualifications:

Experience in administrative roles.
Strong organizational and time-management skills with attention to detail.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software.
Excellent communication and interpersonal skills.
Willingness to learn and adapt to new systems and processes.

What We Offer:

Competitive salary and benefits package.
Opportunities for professional development and growth.
A collaborative and supportive work environment.
100% coverage of employee health, vision, and dental insurance premiums.
18 PTO days and 14 paid holidays per year.
401(k) employer contribution.
Annual bonus.

Accelerate Retirement

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Administrative Coordinator