Current jobs related to Junior Executive Assistant - San Diego - Copia Wealth Management & Insurance Services

  • San Diego Junior Executive EntryLevel

    4 months ago

    San Diego, United States Nusun Power Full time

    Our junior executives are responsible for setting appointments for our solar associates team. Junior executives will be responsible for identifying potential clients, reaching them on the phone, and scheduling an appointment for a sales associate for a follow-up visit, either in person or via telephone. If you enjoy talking to people and are interested in...

  • Junior Accountant

    3 weeks ago

    San Diego, California, United States Fairfield Residential Company, LLC Full time

    Position Overview:The Junior Accountant will be integral to the corporate finance team, executing a variety of accounting tasks with precision and effectiveness.Key Responsibilities:- Manage accounts payable processes- Prepare and record journal entries- Conduct reconciliations and assist in month-end closing activities- Support financial reporting and...

  • Junior Survey Analyst

    3 weeks ago

    San Diego, California, United States RICK Full time

    Job OverviewRICK is seeking a dedicated Junior Survey Analyst to join our dynamic team. In this role, you will collaborate with a diverse group of professionals on significant projects that impact the community. Your contributions will help transform client visions into reality while gaining invaluable experience from industry leaders.Key ResponsibilitiesAs...

  • Junior Brand Representative

    3 weeks ago

    San Diego, California, United States EMA San Diego Full time

    Position OverviewEMA San Diego is on the lookout for a Junior Brand Representative with a background in hospitality to enhance brand visibility, inform new clients about our organizational ethos, and monitor engagement metrics. The ideal candidate will possess a friendly demeanor, be approachable, and thrive in social interactions. This role will involve...

  • Junior Environmental Consultant

    4 weeks ago

    San Diego, California, United States WSP Global, Inc. Full time

    Position OverviewWSP Global, Inc. is looking for a Junior Environmental Consultant to join our dynamic team. This role is ideal for individuals who are eager to contribute to our environmental advisory services and possess a strong interest in the practical aspects of environmental science.Key ResponsibilitiesAssist in the development and execution of...

  • Junior Customer Support Specialist

    3 weeks ago

    San Diego, California, United States ASI, inc Full time

    Job OverviewThe Junior Customer Support Specialist at ASI, inc is a vital role focused on delivering exceptional service to our clientele. This position requires individuals who excel in communication and are dedicated to providing prompt and courteous assistance to customers.Upon becoming part of our dynamic and motivated team, the Junior Customer Support...

  • Junior Civil Engineering Associate

    4 weeks ago

    San Diego, California, United States WSP Global Inc. Full time

    Position OverviewWSP Global Inc. is excited to announce an opportunity for a Junior Civil Engineering Associate. This role is integral to our dynamic California Civil Engineering Team, contributing to a variety of projects that align with our clients' needs and objectives.Key ResponsibilitiesAs a Junior Civil Engineering Associate, you will:1. Collaborate...

  • Junior Corporate Accountant

    4 weeks ago

    San Diego, California, United States Fairfield Residential Full time

    Junior Corporate Accountant - Corporate FinancePosition OverviewThe Junior Corporate Accountant will be instrumental in assisting the corporate finance team by executing various accounting functions with precision and effectiveness. This position encompasses the management of payables, the preparation of journal entries, and the execution of reconciliations,...

  • Junior Corporate Accountant

    4 weeks ago

    San Diego, California, United States Fairfield Residential Full time

    Position: Junior Corporate AccountantOverview:The Junior Corporate Accountant will be integral to the corporate finance team, executing a variety of accounting tasks with precision and timeliness.Key Responsibilities:Manage accounts payable operations, including processing checks, wires, and other payment requests.Review and process employee expense...

  • Junior Account Executive

    5 days ago

    San Francisco, California, United States Infinite Global Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Junior Account Executive to join our team at Infinite Global. As a key member of our client services team, you will play a critical role in developing and executing public relations initiatives that promote our firm's legal and professional services clients.Key ResponsibilitiesConduct...

  • Junior Culinary Team Lead

    2 weeks ago

    San Diego, California, United States Wonderful Citrus Full time

    Job Summary:We are seeking a highly skilled and motivated Junior Culinary Team Lead to join our team at Wonderful Citrus. As a key member of our culinary team, you will be responsible for assisting the Chef de Cuisine and Executive Chef in managing the kitchen operations.Key Responsibilities:Assist in planning and executing menu items, ensuring high-quality...

  • Junior Marketing and Sales Representative

    4 weeks ago

    San Diego, California, United States Cycles Consulting, inc. Full time

    At Cycles Consulting, Inc., we take pride in our significant contributions to the consulting sector, recognized nationally by our esteemed clientele. As a leading firm in business consulting, marketing, and sales, we are located in Chula Vista and are known for our innovative sales methodologies and our ability to surpass sales expectations. Our objective is...

  • Junior Brand Management Associate

    4 weeks ago

    San Diego, California, United States Babylon Management Full time

    Join Our Team as a Junior Brand Management AssociateBabylon Management is seeking a dynamic, imaginative, and results-driven individual to become a part of our Marketing and Sales Division. As one of the leading and rapidly expanding agencies in the industry, we focus on achieving excellence in Marketing, Sales, and Brand Recognition.This Junior Brand...

  • Junior Portfolio Management Associate

    4 weeks ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm dedicated to managing taxable fixed income portfolios tailored to the unique requirements of our institutional clients. With over $35 billion in assets under management, we are committed to delivering value and mitigating risk through active management, leveraging...

  • Junior/ Assistant Cost Estimator

    2 weeks ago

    san diego, United States TBD Consultants Full time

    ****CLOSING DATE OF POSTING - 10/07/2024****Company: TBD ConsultantsLocation: San Diego, CA 92109Employment Type: Full-Time, (Monday to Friday)Candidates would be expected to work out of the San Diego office & also have eligibility to work in the United States of America. Company OverviewTBD is a leading firm specializing in construction cost guidance and...

  • Junior/ Assistant Cost Estimator

    2 weeks ago

    San Diego, United States TBD Consultants Full time

    ****CLOSING DATE OF POSTING - 10/07/2024****Company: TBD ConsultantsLocation: San Diego, CA 92109Employment Type: Full-Time, (Monday to Friday)Candidates would be expected to work out of the San Diego office & also have eligibility to work in the United States of America. Company OverviewTBD is a leading firm specializing in construction cost guidance and...

  • Junior/ Assistant Cost Estimator

    2 weeks ago

    san diego, United States TBD Consultants Full time

    ****CLOSING DATE OF POSTING - 10/07/2024****Company: TBD ConsultantsLocation: San Diego, CA 92109Employment Type: Full-Time, (Monday to Friday)Candidates would be expected to work out of the San Diego office & also have eligibility to work in the United States of America. Company OverviewTBD is a leading firm specializing in construction cost guidance and...

  • Junior/ Assistant Cost Estimator

    2 weeks ago

    San Diego, United States TBD Consultants Full time

    ****CLOSING DATE OF POSTING - 10/07/2024****Company: TBD ConsultantsLocation: San Diego, CA 92109Employment Type: Full-Time, (Monday to Friday)Candidates would be expected to work out of the San Diego office & also have eligibility to work in the United States of America. Company OverviewTBD is a leading firm specializing in construction cost guidance and...

  • Junior Corporate Accountant

    3 weeks ago

    San Diego, California, United States Fairfield Residential Full time

    Junior Corporate Accountant - Corporate FinancePosition OverviewThe Junior Corporate Accountant will be instrumental in assisting the corporate finance team by executing various accounting responsibilities with precision and diligence. This position encompasses processing accounts payable, preparing journal entries, and conducting reconciliations, among...

  • Junior Corporate Accountant

    3 weeks ago

    San Diego, California, United States Fairfield Residential Full time

    Junior Corporate Accountant - Corporate AccountingPosition OverviewThe Junior Corporate Accountant will be integral to the corporate accounting department, executing a variety of accounting functions with precision and effectiveness. This position entails managing accounts payable, preparing journal entries, and conducting reconciliations, among other vital...

Junior Executive Assistant

3 months ago

San Diego, United States Copia Wealth Management & Insurance Services Full time

**This is an in-person position. Please do NOT apply unless you are currently in the San Diego area and can come into our office for an in-person interview (we are located in Mission Valley, San Diego, California).**


The junior executive assistant’s position covers a multitude of areas. This position requires one to be a self-driven individual who possesses the ability to work independently with little to no supervision and report directly to the office manager. The junior executive assistant must be efficient and extremely well organized. The ability to react and perform well with deadlines, multitasking, and completing projects completely and thoroughly is necessary while anticipating the needs of our staff, clients, and business relationships. Adaptation from a fast to a slow pace is needed due to our environment being inconsistently paced; therefore, proactivity and efficiency are the foundations of how the business is run. The ability to be resourceful and flexible are also traits that are preferable. Professionalism and a high level of confidentiality are used in this office and crucial to the position along with expertise in the areas of written and verbal communication skills, attention to detail, and the ability to make strong decisions is necessary.

 

Responsibilities:

·      Operate an alarm system

·      Answer phones

·      Operate a phone system and able to check voicemail and take messages

·      Handle incoming and outgoing communication, email, packages, and documents

·      Interaction with clients over the phone and in person

·      Carry out and complete assigned projects

·      Operate a computer (Microsoft Outlook/Word/Excel, and maintain our CRM)

·      Maintain a calendar

·      Use a filing system

·      Organizing case files

·      Type client/case notes

·      Keep office tidy, light cleaning

·      Schedule workshops & events

·      Update/maintain marketing materials


Possible Future Duties:

·      Client application preparation and status updates

·      Client file maintenance and preparation

·      FAQ Notebook


Qualifications/Experience:

·      Bachelor's degree or equivalent experience

·      Proficient in Microsoft Office suite

·      Experience in managing multiple priorities, administrative coordination, and logistics

·      Well-organized, detail-oriented, ability to multi-task with great follow-up skills

·      Strong written and verbal communication skills

·      Prior Experience as an Assistant

·      Calendar Management Skills

·      Proficient in Microsoft Office Programs

·      Client Generation

·      Strong Marketing Skills

·      Advertising

·      Life Insurance Licensed is a huge PLUS


This is a full-time position, Monday through Friday. Our office is in Mission Valley, San Diego, California.

If interested, please respond with resumes, work experience, and professional references.