Top 42836 Jobs in Rancho Bernardo, CA

Administrative Assistant
SRS Wealth Management —San Diego, CA
- $24 - $28 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
2d
Distribution Associate - Multiple Openings
Chef Works Inc —Poway, CA
- $19.70 - $20.45 an hour
- Overtime
- Computer literacy
- High school diploma or GED
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
9h
Content Creator - Must Live in San Diego
Social Agent —San Diego, CA
- $30 - $50 an hour
- Choose your own hours
- Background check
- Smartphone
- In-person
Quick Apply
Delivery Drivers/Weekly pay/Full-time and part-time available
Makers Express LLC —San Diego, CA
- $25.35 - $28.99 an hour
- Part-time
- Driver's License
- Warehouse
- Fair chance
Quick Apply
10h
Floral Designer/ Freelance
Emerald & Ivy Floral —San Diego, CA
- $20 - $25 an hour
- Part-time
- Driver's License
- Warehouse
- Organizational skills
Quick Apply
Customer Support Representative
Confidential —Escondido, CA
- $1,200 - $1,600 a week
- Full-time
- High school diploma or GED
- Business development experience
- In-person
Quick Apply
1d
Customer Service Representative
GEICO —Poway, CA
- $20.86 - $32.05 an hour
- Weekends as needed
- High school diploma or GED
- Entry level
- Paid holidays
- Health insurance
Amusement (Arcade) Manager
Round One Entertainment, Inc. —Escondido, CA
- $26.00 - $28.25 an hour
- Weekends as needed
- Mid-level
- High school diploma or GED
- 21 years or older
- Health insurance
- Dental insurance
Quick Apply
In-Store Shopper
Vons —Rancho Bernardo, CA
- $17.10 - $23.60 an hour
- Part-time
- Fair chance
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
4d
Stocker
Costco Wholesale Corporation —Poway, CA
- Merchandising
- Forklift
- Assembly
- AD&D insurance
- Employee stock purchase plan
Crew
Trader Joe's —Santee, CA
- $17 - $21 an hour
- Part-time
- Entry level
Front Office Receptionist
Midland Orthodontics —Poway, CA
- $20 - $30 an hour
- Part-time
- Dental office
- No background check
- In-person
- Paid training
- 401(k)
Quick Apply
1d
Laundry-Per Diem
Poway Healthcare Center —Poway, CA
- Part-time
- Nursing home
- Inventory management
- Basic math
Quick Apply
Grocery Clerk
Sprouts Farmers Market —San Diego, CA
- $18.55 - $23.25 an hour
- Part-time
- 18 years or older
- OSHA
- Merchandising
- Paid parental leave
- Health savings account
8d
Team Member
Panera Bread —San Diego, CA
- $20 an hour
- Part-time
- Serving
- 16+ years old
- Ability to stand for extended periods
- Dental insurance
- 401(k)
Quick Apply
Courtesy Clerk
Sprouts Farmers Market —Poway, CA
- $17.00 - $18.75 an hour
- Part-time
- 16+ years old
- Fair chance
- Entry level
- Paid parental leave
- Health savings account
Receptionist
PREMIER AUTOMOTIVE OF CA —Poway, CA
- $18 - $20 an hour
- Dealership
- Basic math
- No experience needed
Quick Apply
Merchandise Associate
HomeGoods —Poway, CA
- $16.90 - $17.40 an hour
- Part-time
- Merchandising
- Organizational skills
- Fair chance
- Paid parental leave
- Health savings account
4d
Stocker
Walmart —Escondido, CA
- $17 - $30 an hour
- Part-time
- High school
- Forklift
- Ability to lift 50 pounds
- Paid jury duty
- Disability insurance
Cashier
Sprouts Farmers Market —Poway, CA
- $17.05 - $21.25 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Math
- Paid parental leave
- Health savings account
4h

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Administrative Assistant

SRS Wealth Management -
San Diego, CA

Quick Apply

Job Details

Full-time
$24 - $28 an hour
2 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off

Qualifications

Spreadsheets
Administrative experience
High school diploma or GED
Organizational skills
Clerical experience
Productivity software
Event marketing

Full Job Description

Who We Are

SRS Wealth Management is an independent, privately-owned financial services company in San Diego, CA. Our mission is to help our clients create the retirement lifestyle of their dreams by providing innovative financial strategies, disciplined planning, and honest guidance that deliver financial clarity, confidence, security, and lasting peace of mind, while building lifelong relationships with the families and businesses we serve.

We are currently seeking a detail-oriented and organized full-time Administrative Assistant to support our team and ensure the efficient operation of our office. This is an excellent opportunity for someone who enjoys a fast-paced, professional environment with growth potential.

What You Will Be Doing

Set and confirm calendar appointments
Greet consumers on the phone and in person with a warm and welcoming approach
Answer incoming calls and transfer all calls to the appropriate personnel
Communicate with clients on behalf of financial advisor and firm
Track prospect-to-client process
Assist with coordination and execution of marketing campaigns and events
Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
Assemble meeting preparation documents pertaining to the client/prospect
Collect all vital information for all paperwork
Enter client information into the CRM system
Assist in completing new account paperwork and annuity and life insurance applications
Process new business applications with detail and accuracy and submit to appropriate carriers
Obtain necessary documents and signatures from clients for carrier approval
Track application process and new account set up
Perform other clerical duties such as filing, photocopying, collating, faxing etc.
Maintain and organize office files and documentation
All other duties as assigned

What You Will Bring

2+ Years of Administrative Experience (Required)
Proficiency with Microsoft Office Suite, Including Excel (Required)
High School Degree (Required)
Associate or bachelor’s degree (Preferred)
Prior Experience Working in Financial Advisory Industry (Preferred)
Clear and Professional Communication (Verbal and Written)
Strong Attention to Detail and Organizational Skills
Ability to Learn and Adapt to Changes

What’s In It For You

Pay: $24 - $28/hr DOE
Health Insurance
Dental Insurance
401(k)
Career Growth and Professional Development Opportunities

Check Us Out!

Website: https://srswealthmanagement.com/

If you think we’d make a great match, apply today!

Pay: $24.00 - $28.00 per hour

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Administrative: 2 years (Required)

Ability to Commute:

San Diego, CA 92123 (Required)

Work Location: In person

Quick Apply

Refine Your Search

jobs in Rancho Bernardo, CA

Administrative Assistant

Distribution Associate - Multiple Openings

Content Creator - Must Live in San Diego

Delivery Drivers/Weekly pay/Full-time and part-time available

Floral Designer/ Freelance

Customer Support Representative

Customer Service Representative

Amusement (Arcade) Manager

In-Store Shopper

Stocker

Crew

Front Office Receptionist

Laundry-Per Diem

Grocery Clerk

Team Member

Courtesy Clerk

Receptionist

Merchandise Associate

Stocker

Cashier

I want to receive the latest job alert for jobs in Rancho Bernardo, CA

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