Job Description

AppleOne has partnered with a wealth management company in the city of Corona to hire a highly motivated, organized, and tech-savvy Executive Administrative Assistant to directly support the lead advisor. This individual will serve as a critical extension of the advisor’s work—helping manage client communications, streamline operations, and execute tasks that ensure an exceptional client experience.

Location: Onsite Corona (may be open to remote after training)
Hours: Monday - Friday 8am - 5pm
Pay rate: $22 - $25 DOE

Key Responsibilities:
• Serve as a professional liaison between clients, prospects, and the advisor
• Manage scheduling, client meeting prep, and follow-ups
• Draft and send emails, letters, and client communications
• Handle account applications, service forms, and paperwork processing
• Support insurance and investment account servicing (policy updates, beneficiary changes, etc.)
• Monitor workflows using CRM (e.g., Redtail) and task management tools
• Prepare reports, proposals, and data summaries for client reviews
• Maintain confidentiality and compliance with industry regulations
• Coordinate webinars, marketing campaigns, and follow-up sequences
• Assist with special projects (estate planning coordination, life insurance quotes, data entry, etc.)

Qualifications:
• Proven experience in financial services, administrative support, or operations
• Strong written and verbal communication skills
• High attention to detail and ability to manage multiple priorities
• Tech-proficient: Excel, Outlook, DocuSign, CRMs, scheduling software
• Ability to work independently and proactively solve problems
• Willingness and ability to learn new systems and procedures
• Familiarity with financial planning, insurance, or investment advisory services is a plus

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

Job Tags

Temporary work, Monday to Friday,

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