Administrative Assistant

2 days ago


Davis, United States Pacific ExecSearch Full time
Job Description

We are recruiting a proactive Administrative Assistant to join a reputable financial services organization in the Davis area known for its collaborative and tenured staff. Our client values work/life balance and offers generous time off (3 weeks in the first year), a 401(k) plan with employer match, and healthcare subsidies. The Administrative Assistant plays a pivotal role in ensuring the smooth operation of a fast-paced, organized, and friendly office by supporting staff and interacting with clients. 100% onsite, M-F. Salary: $60,000

The ideal candidate will have 2+ years' of experience providing administrative support in a professional services environment, strong critical thinking skills as it pertains to complex calendaring, professional verbal and written communication skills, and excellent B2B customer service.

PRIMARY RESPONSIBILITIES:
  • Manage calendars for multiple staff members and assist with meeting scheduling.
  • Create and maintain documents for new client intake.
  • Open new account applications, process money movement requests, and work on internal business projects as assigned.
  • Answer client questions and provide readily available information regarding their accounts, within permissible limits.
  • Handle forms for investment accounts.
  • Greet clients upon arrival and extend hospitality to guests.
  • Conduct client appointment reminder calls.
  • Order office supplies and manage related inventory.
  • Oversee equipment and facilities maintenance, including managing contracts with outside vendors.
  • Review and improve work methods and procedures for quality and efficiency.
  • Document meeting notes and pull reports as needed.
  • Handle incoming and outgoing mail.
  • Assist in maintaining the electronic client management system.
  • Perform document scanning and filing as needed.
  • Collaborate with the home office to ensure accurate account setup and resolve issues..
  • Maintain files and records according to the records retention policy.
  • Offer insight and recommendations to effectively use key tools to achieve practice results.
  • Assist with additional clerical support as assigned.

SKILLS & QUALIFICATIONS:
  • 2+ years of administrative experience.
  • Intermediate proficiency with Microsoft Office Suite.
  • Familiarity working within a CRM system. Salesforce experience is a plus.
  • Possesses high integrity and the ability to work independently with limited supervision.
  • Positive attitude and a sincere willingness to constantly learn and grow.
  • Effective communication and customer service skills with clients and staff.
  • High school diploma or higher education required.
  • Strong attention to detail, organizational and data processing skills.
  • Efficient time management and multitasking capabilities.
  • Adherence to rules and regulations as required by the company.

Meet Your Recruiter

Elizabeth Mann

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