Administrative Assistant

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

Benefits offered by this job

401(k)

Company parties

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Genwealth 360 is seeking an organized Administrative Assistant to support executives and client‑facing teams with scheduling, documentation, client onboarding, and day‑to‑day office coordination. You’ll manage calendars, prepare materials, maintain digital filing, and assist with CRM updates, travel arrangements, and basic reporting in a fast‑paced, collaborative environment.

Based on Long Beach on‑site, the role offers a clear path for advancement and a benefits package including health,

Qualifications

• 1–2 years in an administrative, office coordinator, or executive support role.

Responsibilities

• Schedule and manage complex calendars across time zones.
• Support client onboarding (forms, e-signatures) and CRM updates.
• Draft and format spreadsheets; maintain digital filing and version control.
• Coordinate office operations including mail, shipments, and vendor liaison.
• Process reimbursements and maintain records for audits.

Skills

Organizational skills

Attention to detail

Time management

Professional communication

Discretion with sensitive information

Tools

Microsoft 365

Google Workspace

Zoom

Slack/Teams

DocuSign/Adobe Sign

Job description

Benefits

• 401(k)
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Administrative Assistant — Genwealth 360

Location: Long Beach, California — On‑site

Employment Type: Full‑time

Salary: $40,000 – $55,000 annual base

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.

Compensation

Range: $40,000 – $55,000 annual base.