Administrative Support Specialist

4 weeks ago


Oakland, California, United States Certified Employment Group Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Assistant to provide part-time support to our team in the financial sector.

Key Responsibilities:

  • Maintain calendars and schedules for staff members
  • Prepare materials for in-person meetings and appointments
  • Review and organize new applications, documents, and computer programs
  • Check the status of current clients and applications
  • Make phone calls to carriers and prospects as needed
  • Ensure office cleanliness and organization
  • Review and process mail
  • Prepare safe money information kits

Requirements:

  • Reliable and fast learner
  • Detail-oriented and respectful of confidential information
  • Skilled multi-tasker and comfortable answering phones
  • Proficient in Microsoft Office (Word, Excel)


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