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C
Confidential
Administrative Assistant
Entry-Level JobVerifiedNo experience needed
Career Insights for Office / Administrative Assistant (General)
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Scorecard
Based on California data
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What they do
An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.
$50,177 / year median in California
-12% projected decline
Job Description
Position Summary We are a friendly small office environment at a growing wealth management and financial planning firm. This is a full time, in person position located in Mammoth Lakes, CA. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: Provide administrative support for our Financial Advisors Monitor and manage Financial Advisor's calendar, organizing events Assist with processing paperwork and with preparing reports and forms for client appointments Perform office tasks such as email, taking messages, distributing & handling mail items, etc. Assist with addressing client inquiries and problem solving Establishes and maintains files to meet regulatory requirements Maintaining confidentiality of sensitive and confidential information with maximum discretion Performing other work-related duties as assigned Interact with custodian broker/dealer, outside money managers, mutual funds and insurance and annuity companies Desired Qualifications (Knowledge, Skills, and Abilities) Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required Strong client service and phone skills Strong attention to detail and accuracy skills Effective and very strong organizational, multi-tasking, and prioritizing skills Ability to create and maintain organizational systems Comfortable working independently in a fast-paced changing environment Strong verbal, written, and interpersonal communication skills