Administrative Support Specialist

4 weeks ago


La Verne, California, United States GARY T & LORI L CHARLEBOIS Full time
Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to provide support to our Financial Representatives. In this role, you will be responsible for answering phone calls, scheduling appointments, preparing documents, and maintaining an organized filing system. The ideal candidate will have excellent written and communication skills, a friendly demeanor, and proficiency in basic office software applications.

Responsibilities
  • Answer incoming phone calls and route them to the appropriate person
  • Schedule appointments and maintain a calendar
  • Write emails, memos, and letters
  • Maintain an organized filing system
  • Provide exceptional client service
Qualifications
  • High school diploma/GED required, Associates degree or administrative training preferred
  • Previous experience as an Administrative Assistant in financial services or similar office experience
  • Familiarity with standard office equipment such as printers and fax machines
  • Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
  • Highly organized with excellent time management skills and the ability to prioritize projects


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