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 13 paid holidays per year.
- 401(k) employer contribution.
- Annual bonus.
