We are looking for a dependable Administrative Assistant to support daily operations in Sunnyvale, California. This Long-term Contract position will contribute to both support and account-related functions, requiring strong organization, sound judgment, and a service-focused approach. The ideal candidate brings experience handling account documentation and maintenance tasks in a financial services environment while managing multiple priorities with accuracy and professionalism.

Responsibilities:

• Provide administrative support across morning and afternoon assignments, helping maintain smooth workflow between support services and account-related operations.
• Assist with opening new accounts and processing account maintenance activities while following established banking or financial service procedures.
• Review forms, records, and account documentation for completeness and accuracy before submission or follow-up.
• Respond to internal and customer-related inquiries with professionalism, clear communication, and a strong commitment to service.
• Prepare, update, and organize spreadsheets, correspondence, presentations, and routine reports using Microsoft Office applications.
• Track deadlines, manage competing requests, and prioritize daily tasks to ensure timely completion of assigned work.
• Collaborate with team members across departments to support operational goals in a fast-paced environment.
• Identify issues, research appropriate next steps, and help resolve routine administrative and account-related problems efficiently.