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.
Description Our client, a wealth management firm, is seeking a polished and detail-oriented Office Assistant to support their team in San Diego, California. This role is ideal for someone who enjoys working in a professional, client-focused environment and is comfortable balancing administrative responsibilities with client service. The successful candidate will help ensure the office runs smoothly while providing a welcoming experience for clients and supporting the wealth management team.
Responsibilities:
+ Provide day-to-day administrative support to the wealth management team + Answer and direct incoming phone calls and respond to general inquiries + Greet clients and visitors in a professional and welcoming manner + Manage incoming and outgoing mail, packages, and correspondence + Schedule meetings, appointments, and conference rooms + Prepare, scan, copy, and organize client documents + Enter and maintain accurate client and account information in internal systems + Assist with opening and maintaining client files and records + Prepare spreadsheets, reports, and other administrative documents + Coordinate office supplies, equipment, and general office needs + Assist with client communications and follow up on administrative requests + Handle confidential client and financial information with discretion + Support special projects and additional administrative tasks as needed
