Staff Assistant

A specialized financial services firm in Sacramento, CA, focused on executive benefits and non-qualified retirement plans, is seeking a highly organized and self-motivated Staff Assistant! This hybrid role offers the opportunity to work closely with senior case managers and the Director of Administration, providing essential administrative and case management support. They are looking for candidates with strong administrative experience, who are tech-savvy, and thrive in a fast-paced, client-oriented environment. With the potential for professional growth and a supportive team atmosphere, this role is perfect if you enjoy multitasking, are good at problem solving and look forward to working with high-net-worth clientele!

Salary Range: $55,000 - $60,000 / year DOE

Staff Assistant Requirements:

• 2-3+ years of professional office experience
• Proficiency in Microsoft Suite (Word, Excel, PowerPoint)
• Comfortable learning and using CRM software (HubSpot experience is a plus)
• Willingness to obtain a Life, Health, and Accident license within the first year
• Ability to earn non-qualified plan consultant certification within 90 days
• Excellent verbal and written communication skills
• Strong attention to detail and ability to manage multiple tasks
• Self-starter with a proactive attitude and problem-solving mindset
• Bachelor s degree is preferred
• Experience in financial services or working with 409A non-qualified deferred compensation plans is preferred
• Series 6 license is a plus
• Existing Life, Health, and Accident license is a plus
• Familiarity with HubSpot or similar CRM systems is preferred

Staff Assistant Responsibilities:

• Assist senior case managers with day-to-day administrative tasks
• Manage onboarding documentation and process paperwork for new clients
• Take detailed notes during client meetings and assign tasks in the CRM (HubSpot)
• Prepare presentations and reports as needed
• Serve as a backup when team members are unavailable
• Communicate with insurance carriers regarding client accounts
• Ensure timely completion of tasks and manage client information
• Maintain professionalism while interacting with C-suite executives
• Process DocuSign documents and manage client records

Benefits:

• Medical insurance options
• 401(k) plan with match
• Generous PTO + Paid holidays
• 2 bonus types
• Hybrid work schedule (wfh on Fridays)
• Opportunity for professional growth and obtaining additional licenses

Apply now!

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