Administrative Assistant

Administrative Assistant 28202 Cabot Road, Laguna Niguel, CA 92677 From $25 an hour - Part-time From $25 an hour -

Part-time TCFG Wealth Management Administrative/Executive Assistant Job Description Classification:

Part-Time Reports To:

CEO/VP of Operations/Operations Manager Compensation:

Starting at $22/hourly

Job Summary:

The aforementioned Administrative Assistant, will facilitate the efficient, accurate, assigned communication from upper-level management, whilst performing a variety of clerical and administrative tasks.

Required Skills/Abilities:

Exemplary verbal and written communication skills Stellar organizational skills with fine attention to details Excellent time management skills with a consistent, proven ability to meet deadlines Ability to function well in a high paced and at times stressful environment Extensive knowledge of office administration, clerical procedures, and recordkeeping systems Precise attention to detail Ability to type a minimum of 50 words per minute Proficient with common computer skills (Google, Word, Excel, Outlook, etc.)

Primary Duties/Responsibilities :

Provide administrative support to the Operations Department and CEO Retrieve information as requested from records, email, minutes and other related documents; prepare written summaries of data when needed Strong and effective communication skills Manage multiple calendars Prepare agendas and schedules for meetings and conferences, schedule and attend meetings on behalf of executives, taking notes and recording minutes Coordinate and schedule travel arrangements, accommodations, meetings, and appointments for executives and managers Perform other related duties as assigned Ability to learn new technology systems Participate in following up with the recruiting of new Advisors/Brokers with Recruiters and upper level management Local candidates only (no relocation). Headquarters located Laguna Niguel. CA. Candidates with relevant experience only need apply. Please forward resume & salary history.

Job Type:

Part-time 20 hours per week, Monday through Friday at the office from 9:00 a.m. -1:00 p.m.

Education and Experience :

Minimum 3 years experience in a broker/dealer, RIA back office environment preferred Bachelor's degree in Finance or Business Administration preferred

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer Must be able to lift up 15 pounds at a time TCFG Wealth Management is an equal opportunity employer and does not discriminate on the basis of race, religion, color national origin, age, sex, gender, sexual orientation, disability, or any other characteristic protected by law.

Job Type:

Part-time Pay:

From $25.00 per hour

Benefits:

401(k)

Schedule:

4 hour shift Monday to Friday Ability to commute/relocate: Laguna Niguel, CA 92677: Reliably commute or planning to relocate before starting work (Required)

Experience:

Customer service: 5 years (Preferred)

Work Location:

In person