Administrative Assistant
Job Description
Job Description
We are looking for a detail-oriented Administrative Assistant to join a financial services firm in Monterey, California. This Contract-to-permanent position offers an excellent opportunity to support financial advisors and contribute to a fast-paced office environment. The role requires strong organizational skills, effective communication, and proficiency in administrative tasks.
Responsibilities:• Provide administrative support to financial advisors, ensuring smooth day-to-day operations.
• Manage and schedule appointments, coordinating calendars efficiently.
• Handle inbound and outbound calls, addressing client inquiries and providing exceptional customer service.
• Perform accurate data entry tasks and maintain organized records.
• Prepare and format documents using Microsoft Word, Excel, and PowerPoint.
• Monitor and respond to email correspondence in a timely manner.
• Assist in compiling reports and presentations for internal and client use.
• Uphold a sense of urgency while working in a dynamic and fast-paced office environment.
• Learn and utilize proprietary software to support team operations.
• Collaborate with team members to streamline administrative processes and enhance productivity.• Minimum of 3 years of administrative experience, preferably within the financial services or banking industry.
• Familiarity with supporting financial advisors and understanding their operational needs.
• Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
• Strong communication skills, both verbal and written, with a focus on client service.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Detail-oriented with excellent organizational skills.
• Willingness to learn new software and adapt to proprietary systems.
• Bachelor's degree preferred but not required.
Recommended Jobs
Class A CDL Company Driver - 6mo EXP Required - Regional - Flatbed - $1.1k - $1.8k per week
Job Description Job Description CDL A Regional Flatbed Driver: $1,100.00 – $1,800.00 per week. Home Weekends AMERICA PROUD. FLATBED STRONG. DRIVE SYSTEM TRANSPORT! Looking for an exciting dr…
Physician Assistant (PA)
Job Description Job Description Now Hiring: Physician Assistant (PA) – California Location: Santa Ana, California Job Type: Full Time Work Hours: Monday - Friday: 9 AM-5 PM Compensation…
Maintenance Utilities Supervisor - Day Shift - Belgravia Plant
Job Description Job Description Company Description Foster Farms has been serving families since 1939. Since the founding days, Foster Farms has always been committed to providing consumers …
Cook, PT Variable Shift
Responsible for completion of all hot/cold food production on time for patient meal schedules & Café, including modified textures & special orders. Performs a variety of tasks associated with the prep…
STIBO MDM Lead Consultant
Job Title: STIBO MDM Lead Consultant Location: Torrance, CA - Remote Duration: 6+ months Contract Job Description: Lead the design and implementation of Stibo STEP solutions,…
Account Executive
Who We Need You are a top Account Executive with a proven track record in Saas sales. Account Executives at Workiz need to be versatile, innovative, passionate and well-organized individuals in orde…
Pediatric Nurse Practitioner
Job Description Job Description Starting salaries are set in accordance with our compensation plan, which considers multiple individual and organizational factors, including internal equity. To u…
Informatica admin/administrator
Job Description: Job Description: Informatica Administrator Requirement 8-12 years of experience Informatica Administration for products like Power Center Data Quality DVO and Test Data Managem…
Workers' Compensation Attorney
Our client, a Workers’ Compensation defense law firm , is currently in search of Senior and Associate Attorneys with a minimum of 4 years of experience in workers' comp -- either plaintiff or defen…
Regulatory Affairs Specialist II
Target Pay Rate: 43.38-49.28/hr **salary will be commensurate with experience Job Description: Work with global partners and support worldwide registrations efforts. Works in close collabora…