Top Job

Located in San Rafael, CA

Salary: $20-25/hour





  • Temporary Position – 4 months +

Great opportunity to join a Financial Consultant team!

The Account Administrator will serve a key role in the team operations. This will encompass responsibilities which include processing incoming work from clients on existing accounts/new accounts and communicating externally to resolve pending “Not in Good Order” (NIGO) items.  


Job Highlights:

  • Full time position
  • Business casual environment
  • Great Location: Easy access from the freeway and SMART train
  • Excellent benefits including Medical, Dental and Vision
  • Generous employer HSA Contribution and PTO.
  • Fun place to work
  • Free lunch served daily
  • Regular employee events
  • Highly-subsidized gym membership.

What You Will Do: 

  • Efficiently process client-directed requests on accounts while maintaining a high level of accuracy
  • Effectively work cross-functionally with peers, team and external groups
  • Ability to process a variety of request types, each with a unique work-flow
  • Adapt quickly to changes in workflow and priorities embracing a dynamic environment
  • Provide timely, complete, knowledgeable and responsive communications regarding requests that are “Not in Good Order” (NIGO)
  • Outbound calling to resolve pending requests or inquiries


What We Look For: 

  • Financial Services/Investment Industry experience preferred
  • College degree in Business, Finance, or other applicable filed preferred
  • Proficient in MS Office - Word, Excel, and PowerPoint
  • Client first attitude
  • Ability to communicate effectively, both written and oral, at all levels inside and outside of the organization
  • Great interpersonal skills
  • Desire to work collaboratively within a tight-knit team
  • Capacity to multitask and handle heavy time-sensitive workflow
  • Analytical/problem solving skills
  • Desire to learn new software systems
  • Unwavering organizational skills and attention to detail


Experience with the Softwares below is a plus:

  • com/Salesforce experience
  • Folio Institutional
  • Series 65/66 



 Interested in this job opportunity?


For immediate consideration, please call (415)472-5400 or email your resume to (please add “Busser” to the subject line of your email).  


Express can help you find the job that is a good fit for your needs and abilities, and you’ll never pay a fee for our services and support! Contact us today!


Express Office: San Rafael
38 Mitchell Boulevard
San Rafael, CA 94903
Apply Now