Investment Administrator (IA)

Premier Financial Group, a locally owned and operated wealth management firm, is seeking to hire a full-time Investment Administrator for their Eureka, CA office.

Premier’s Investment Administrator is responsible for collaborating across the entire Customer Service team to manage activity and ensure the continuous delivery of exceptional service. Previous industry experience is not required, however the ideal candidate will:

Display passion for customer service

Demonstrate the ability to effectively and efficiently manage client relationships

Possess excellent writing skills

Maintain advanced Microsoft Office proficiency

Exhibit a high degree of attention to detail

Leverage proven computer literacy

Prepare professional quality presentation materials and other visual aids

Take pride in delivering all assignments with accuracy and efficiency to delight clients

At a minimum, applicants must have a high school diploma or equivalent (GED), 3+ years of customer service experience, and 3+ years of experience working in a professional office environment. Experience in business development and/or marketing is also highly desirable.

Premier Financial is deeply committed to providing every client with financial peace of mind through the high touch delivery of high-quality professional services. Therefore, the Investment Administrator plays a critical role in the organization’s ongoing success.

Premier offers all employees competitive compensation, exceptional benefits, diverse career growth opportunities, and a supportive environment for continuous learning and growth. Premier Financial's comprehensive benefits package includes:

29 paid days off per year

50% of "employee" portion of medical insurance paid by Premier

$50k group life insurance premium paid by Premier

Employer paid long-term disability insurance

401(K) matching, all fees and costs paid

Ongoing financial and retirement planning

One-time $1k contribution into an educational 529 plan for employee's school-aged children

Annual memberships at Costco

Annual membership with Cal-Ore Flights

$25 monthly toward a gym membership, $50 toward initiation fee

After 6 months of service

After 1 year of service

About Premier Financial:

Premier Financial Group, Inc., is a successful locally owned and operated wealth management firm with a passion for inspiring thriving communities and working with their clients to do the same. Founded in 1990, Premier Financial is 100% independently owned, employs four certified financial planners, and has more than $500M under management. The team’s highly skilled professionals are truly committed to each other’s success and happiness and the company is celebrated for its client service, employee culture, and philanthropic work. Premier Financial is an Equal Opportunity Employer. Learn more at premierfinancial.com.