Administrative Assistant

Elite One Capital; Sacramento (CA); On-site; USD 20,664 - 34,440; Part time

Job summary

A dynamic staffing company is seeking a reliable Assistant to support a Financial Advisor. This part-time or full-time role involves managing client communications, coordinating schedules, and performing administrative tasks to ensure smooth operations. The ideal candidate is detail-oriented and professional on the phone, willing to assist with various client service responsibilities.

Qualifications

• Reliability and attention to detail are essential.
• Experience in client service tasks preferred.

Responsibilities

• Support a Financial Advisor with daily administrative tasks.
• Coordinate information and communicate with clients.
• Keep clients informed about upcoming appointments.

Skills

Organizational skills

Professional communication

Spreadsheet management

Job description

We are seeking a reliable and detail-oriented Assistant to support a Financial Advisor with daily administrative and client service tasks. This role is ideal for someone who is organized, professional on the phone, and comfortable managing spreadsheets and client communications. The assistant will help ensure smooth operations by coordinating information, following up with companies, and keeping clients informed about upcoming appointments.

Position Type

Part-time or full-time (flexible depending on availability)