Administrative Assistant
4 days ago
Paragon Wealth Management is an independent office of Raymond James Ltd., one of North America’s leading independent full-service investment dealers. Our team has over 100 years of combined financial services experience, and our affiliation with Raymond James gives us a depth of specialized resources that enable us to offer customized solutions and strategies to meet our clients' unique needs.
The primary role of the Administrative Assistant is to support a team of independent financial advisors with outstanding sales, marketing and administrative assistance. The successful candidate is self-motivated with exceptional administrative skills, has a dependable nature and brings an ability to work within deadlines both independently and as part of a team. Effective time management and a focus on customer service are required. This full-time opportunity provides a flexible work environment that supports personal career growth and development.
Essential Duties and Responsibilities
• Handle all incoming and outgoing phone calls;
• Foster and support client relationships by liaising with clients, responding to requests and proactively problem solving
• Support clients’ general day-to-day administrative and trade requests in a timely and confidential manner
• Coordinate client appointments, portfolio reviews, networking events and other meetings
• Maintain the Customer Relationship Management (CRM) software;
• Manage all necessary paperwork, including head office correspondence, tax reporting and new account openings
• Ensure all paperwork is up to date, completed correctly and adheres to regulatory requirements
• Support the Financial Advisors in growth of the overall business
• Uphold compliance processes and policies to ensure we safeguard client assets, maintain their privacy, act in their best interests, and ensure an effectively run team practice
• Assist with all sales and marketing initiatives, including social media (Twitter, LinkedIn) and website content
• Generate, track and qualify leads from online resources and cold calling
• Support the preparation of client presentations and reports
• Be willing to grow and take courses as required for regulatory purposes
• Other duties as assigned
-
Administrative Assistant
1 week ago
Santa Clarita, United States Raymond James Financial Services Full timeRaymond James Independent Financial Services is seeking an Administrative Assistant to work in our Kingston Office. Raymond James Ltd. is one of Canada’s leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. The ideal candidate will have...
-
Licensed Administrative Assistant
3 days ago
Santa Clarita, United States Raymond James Financial Services Full timeWhat is the Opportunity? Raymond James Ltd. is one of Canada’s leading independent investment dealers, with a complete offering of high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Specifically, the Portage Cross-Border Wealth Management team located in Oakville, Ontario is looking...
-
Administrative Assistant, Special Districts
4 days ago
Santa Clarita, United States City of Santa Clarita, CA Full timeSalary: $30.68 - $37.29 Hourly Location : Santa Clarita, CA Job Type: Regular Full-time Job Number: 2025-1 Department: Administrative Services Division: Special Districts Admin Opening Date: 01/09/2025 Closing Date: 1/23/2025 12:00 PM Pacific Description/Duties & Responsibilities This position directly supports the Special Districts Manager and provides...
-
Santa Clarita, United States Express Employment Professionals Full timeJob DescriptionJob DescriptionJob Title: Administrative AssistantLocation: Santa Clarita, CAJob Description:You will perform essential clerical and administrative functions that contribute to the success of the company. This is a fantastic opportunity to work in a dynamic environment and make a significant impact.Responsibilities:Draft and edit...
-
Hospice Administrative Assistant
4 days ago
Santa Clarita, United States Vertex Hospice Care Inc Full timeJob DescriptionJob DescriptionWe are a Hospice Agency in Santa Clarita, CA that is looking for a self motivated, compassionate RN or LVN Hospice Administrative Assistant (Non-licensed clinicians/medical staff are encouraged to apply so long as they have previous hospice)The job requires the ability to utilize a PC, Printer, multi-line telephone, and other...
-
Administrative Assistant
4 days ago
Santa Clarita, United States Smile City Dental Full timeJob DescriptionRESPONSIBILITIES Operate telephone switchboard to answer, screen and forward calls, providing information, taking messages and scheduling appointments. Greet visitors and callers, handle their inquiries, and direct them to the appropriate persons according to their needs. Learn to operate new office technologies as they are developed and...
-
Administrative Assistant
3 days ago
Santa Barbara, United States HumanGood Senior Living Communities Full timePart-time Friday, Saturday, Sunday 8 A. M.-4 P. M., or 8:30 A. M.-4:30 P. M. Pay: $24-$30/ DOE Administrative Assistant Under general supervision of the Health Services Administrator, the Administrative Assistant provides clerical support to the admi Administrative Assistant, Administrative, Assistant, Health, Support
-
ADMINISTRATIVE ASSISTANT
1 week ago
Santa Fe, United States City of Santa Fe Full timeAdministrative Assistant Performs a variety of complex secretarial, clerical, and general administrative duties to support organizational operations and to expedite the administration of projects designed to relieve the supervisor of administrative details within an assigned department, division, or section of the City. Represents the City to the general...
-
ADMINISTRATIVE ASSISTANT
3 days ago
Santa Fe, United States City of Santa Fe Full timeAdministrative Assistant Performs a variety of complex secretarial, clerical, and general administrative duties to support organizational operations and to expedite the administration of projects designed to relieve the supervisor of administrative details within an assigned department, division, or section of the City. Represents the City to the general...
-
Administrative Assistant
4 days ago
Santa Cruz, United States Doon Insights Full timeCompany Description: Doon Insights LLC is a technology-focused events company based out of Bonny Doon & Santa Cruz, CA dedicated to showcasing key technology trends and fostering a network of startups, investors, and corporate partners. We host 10 seasonal, in-person events that provide a platform for collaboration and innovation. Position Description: ...
-
Administrative Assistant
6 days ago
Santa Cruz, United States Doon Insights Full timeCompany Description:Doon Insights LLC is a technology-focused events company based out of Bonny Doon & Santa Cruz, CA dedicated to showcasing key technology trends and fostering a network of startups, investors, and corporate partners. We host 10 seasonal, in-person events that provide a platform for collaboration and innovation. Position Description:This...
-
Administrative Assistant
6 days ago
Santa Cruz, United States Doon Insights Full timeCompany Description:Doon Insights LLC is a technology-focused events company based out of Bonny Doon & Santa Cruz, CA dedicated to showcasing key technology trends and fostering a network of startups, investors, and corporate partners. We host 10 seasonal, in-person events that provide a platform for collaboration and innovation. Position Description:This...
-
Administrative Assistant
7 days ago
Santa Ana, United States Hustle Notice Biz Full timeAdministrative AssistantDepartment: The One Agency Employment Type: Full Time Location: Santa Ana, CA Compensation: $17.50 - $25.00 / hour DescriptionJob Title: Administrative Assistant Company: The One AgencyLocation: Santa Ana,CAJob Description: We are seeking a highly organized and proactive Administrative Assistant to join our dynamic team. As the...
-
Administrative Assistant
6 days ago
Santa Ana, United States Angela Scribe Full timePosition Title: Administrative Assistant Department: Office Location: Santa Ana, CA Employment Type: Full-Time Summary: We are seeking a highly organized and detail-oriented Administrative Assistant to provide comprehensive administrative support to our Office tasks. The ideal candidate will ensure the smooth operation of daily activities, manage schedules,...
-
Administrative Support Coordinator
4 days ago
Santa Clarita, United States Air Canada Full timeLocation: Toronto, ON Canada (Onsite) Starting Salary: $23.36/hour Branch: IN-FLIGHT SERVICE Category: Unionized (IAMAW – Clerical) Being part of Air Canada is to become part of an iconic Canadian symbol. Are you passionate about reaching new heights, teamwork and making a meaningful contribution? Let your career take flight by joining our diverse and...
-
Administration of Justice Adjunct Instructor
4 days ago
Santa Clarita, United States InsideHigherEd Full timeDescriptionWe are now accepting applications for the Administration of Justice Adjunct Instructor Applicant Pool. Adjunct pools are open on a fiscal year basis for continuous recruitment for department assignments. Please review application material requirements carefully to ensure successful submission. Your application will not be considered until all...
-
Administrative Assistant
1 day ago
Santa Ana, United States Illumination Foundation Full timeJob DescriptionJob Description“Every person deserves compassion, dignity, and the safety of a place to call home.”Homelessness is the largest social and public health crisis in California. Illumination Foundation (IF) is a growing non-profit organization dedicated towards disrupting the cycle of homelessness by providing targeted, interdisciplinary...
-
Administrative Assistant
5 days ago
Santa Clara, United States Insight Global Full timeLocation: Santa Clara, CA 95054 (ONSITE)Duration: 6 month, w/ potentially extension. Required Skills and Experience *3+ years as an administrative assistant, executive assistant, office manager, or relevant title.Associates or Bachelor's degreeComfortable w/ 30-35 hours/week (potentially hit 40 every so often)Ability to lift ~20+ Lbs....
-
Administrative Assistant
5 days ago
Santa Clara, United States Insight Global Full timeLocation: Santa Clara, CA 95054 (ONSITE)Duration: 6 month, w/ potentially extension. Required Skills and Experience *3+ years as an administrative assistant, executive assistant, office manager, or relevant title.Associates or Bachelor's degreeComfortable w/ 30-35 hours/week (potentially hit 40 every so often)Ability to lift ~20+ Lbs....
-
Healthcare Assistant
1 day ago
Santa Clarita, California, United States Santa Clarita Hills Senior Living Full timeJob DescriptionWe are seeking a skilled and compassionate Healthcare Assistant to join our team at Santa Clarita Hills Senior Living.ResponsibilitiesCare Planning: Develop and implement individualized care plans that meet the unique needs of each resident, ensuring their safety, comfort, and well-being.Medication Management: Assist with medication...