Administrative Assistant

GENWEALTH 360 INC; Long Beach (CA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401(k)

Health insurance

Training & development

Opportunity for advancement

Company parties

Job summary

A financial services firm in Long Beach is seeking an organized Administrative Assistant to support operations. This position involves managing calendars, client onboarding, documentation, and project support. Candidates should have 1-2 years of experience in an administrative role and proficiency in Microsoft 365 or Google Workspace. The role offers a competitive salary range of $40,000 - $55,000 annually and supports professional development.

Qualifications

• 1-2 years in an administrative or office coordinator role.
• Proficiency with Microsoft 365 or Google Workspace, and basic spreadsheet skills.
• Experience with e-signature tools (DocuSign/Adobe Sign) is preferred.

Responsibilities

• Manage complex calendars and coordinate meetings.
• Assist with client onboarding tasks and documentation.
• Draft and format spreadsheets and maintain filing systems.
• Monitor shared inboxes and handle vendor communications.
• Process reimbursements and maintain orderly records.

Skills

Organization

Attention to detail

Professional communication

Microsoft 365 or Google Workspace proficiency

Experience with e-signature tools

Tools

Microsoft 365

Google Workspace

Zoom

Slack/Teams

Job description

Benefits

• 401(k)


• Company parties


• Competitive salary


• Dental insurance


• Health insurance


• Opportunity for advancement


• Training & development


• Vision insurance


• Medical, dental, vision, and 401(k)

Administrative Assistant – Genwealth 360

Location: Long Beach, California — [On-site] Employment Type: Full-time Salary: $40,000 Benefits: Medical, dental, vision, and 401(k)

About Genwealth 360

GenWealth 360 helps clients navigate their financial lives with clarity and confidence. We’re a collaborative, fast-moving team that values professionalism, accuracy, and great client experiences.

The Role

We’re seeking an organized, tech-savvy Administrative Assistant to keep our operations running smoothly. You’ll support executives and client-facing teams with scheduling, documentation, client onboarding, and day-to-day office coordination.

What You’ll Do

• Calendar & Scheduling: Manage complex calendars, coordinate meetings across time zones, prepare agendas, and arrange travel and logistics.


• Client Support: Assist with onboarding tasks (forms, document collection, e-signature), track status in our CRM, and prepare meeting materials.


• Documentation & Reporting: Draft and format spreadsheets; maintain accurate digital filing and version control.


• Operations Coordination: Monitor and respond to shared inboxes, route inquiries, handle mail/shipping, and liaise with vendors.


• Expense & Record Management: Process reimbursements, reconcile receipts, and help maintain orderly records for audits and compliance.


• Meeting Execution: Set up conference/Zoom calls, take and distribute notes, and track follow-ups to completion.


• Data Entry: Enter/update client and prospect data; run simple reports and exports.


• Project Support: Assist with special projects (process documentation, event logistics, light research).

What You’ll Bring

• 1-2 years in an administrative, office coordinator, or executive support role (professional services or financial services a plus).


• Proficiency with Microsoft 365 or Google Workspace, Zoom, Slack/Teams, and basic spreadsheet skills.


• Experience with e-signature tools (DocuSign/Adobe Sign).


• Impeccable organization, attention to detail, and follow-through; able to juggle priorities and meet deadlines.


• Professional communication—clear writing, polished client etiquette, and discretion with sensitive information.


• Comfort working in a fast-paced, highly collaborative environment.

Nice to Have

• Financial services background or interest in learning the industry.

Work Environment & Benefits

• Professional development and training opportunities.


• Medical, dental, vision, and 401(k).

Compensation

Range: $40,000 – $55,000 annual base.

How to Apply

Send your resume and a brief note on why you’re excited about GenWealth 360 to [e-mail] with the subject line "Administrative Assistant – [Your Name]". Portfolio or work samples (e.g., formatted docs, templates) are welcome.