Administrative Support Specialist

1 week ago


Sacramento, California, United States Herrera May Wealth Management Full time
Job Overview

Herrera May Wealth Management is seeking a highly skilled Administrative Assistant to join our team. As the first point of contact with clients, you will provide exceptional support and create a welcoming experience for everyone who enters our office.

Key Responsibilities:
  • Administrative Support: Efficiently complete administrative tasks, manage calendars, and maintain accurate records.
  • Client Communication: Respond to phone calls, emails, and faxes in a timely and professional manner.
  • Office Operations: Manage office supplies, equipment, and facilities to ensure a smooth day-to-day operation.
Requirements:

To be successful in this role, you will need:

  • A high school diploma or equivalent; financial services experience preferred.
  • Advanced computer skills, including Microsoft Office, Excel, and PowerPoint.
  • Excellent communication and interpersonal skills.
  • Able to maintain confidentiality and integrity.
Estimated Salary: $45,000 - $55,000 per year

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