Part Time Administrative / Financial Assistant

Part Time Administrative / Financial Assistant Fullerton, CA Job Details Part-time $20 - $25 an hour 15 hours ago Qualifications Investment Record keeping Microsoft Excel Microsoft Outlook Underwriting Computer literacy Writing skills Client relationship development Administrative experience Calendar management Financial record maintenance QuickBooks Organizational skills Communication skills Loan processing Stakeholder relationship building Entry level File organization Full Job Description We are looking for a part-time Administrative / Financial Assistant to support our construction, lending, and real estate investment operations.

Responsibilities:

Organize financial documents and company records Track credit cards, debit cards, balances, payments, due dates, and interest Assist with loan and lender paperwork Help prepare basic underwriting documents Follow up with lenders, brokers, clients, and vendors Manage reminders, tasks, emails, and calendar follow-ups Assist with QuickBooks organization Attend real estate and investor networking events when needed Help build relationships with lenders, brokers, investors, and real estate professionals

Requirements:

Basic understanding of credit cards, debit cards, interest, payments, and loans Strong organization skills Professional communication and writing skills Comfortable using email, Outlook, Excel, and basic office software Experience with QuickBooks is a plus Real estate, lending, accounting, or investment experience is a plus Must be professional and comfortable attending business/networking events

Schedule:

Part-time position.

Pay:

$20-$25 per hour, depending on experience. Bonus opportunity every 3 months based on performance.

Pay:

$20.00 - $25.00 per hour

Work Location:

In person