Administrative Assistant --BARDC5783917

Compunnel Inc.; San Rafael (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in San Rafael is seeking an experienced Administrative Assistant to support a visually impaired advisor and an associate partner. In this role, you will manage communications, schedule appointments, and convert financial documents into accessible formats. The ideal candidate will possess a high level of professionalism, and discretion, and be proficient with office productivity tools. This is a fully onsite position requiring confidentiality and support for daily office duties.

Qualifications

• Experience as an Executive Assistant or Administrative Assistant.
• High level of professionalism and discretion.
• Proficiency with office productivity tools.

Responsibilities

• Manage incoming phone calls professionally.
• Schedule meetings and appointments.
• Convert financial documents into accessible formats.
• Handle confidential information with discretion.
• Support office staff with daily duties.

Skills

Professionalism

Discretion

Office productivity tools proficiency

Job description

The Administrative Assistant will support a visually impaired senior advisor and a registered associate partner by managing communications, scheduling, and converting financial documents into accessible formats.

Key Responsibilities

• Answer and manage incoming phone calls professionally
• Schedule meetings, appointments, and calendar coordination
• Convert charts, research reports, and equity analysis into accessible formats compatible with assistive reading systems
• Handle confidential and sensitive information with strict discretion
• Support executives and administrative staff with daily office duties
• Maintain professionalism, business etiquette, and confidentiality at all times

Required Qualifications

• Experience as an Executive Assistant or Administrative Assistant
• High level of professionalism and discretion
• Proficiency with office productivity tools
• Comfortable working in a fully onsite environment

Preferred Qualifications

• Experience supporting senior executives
• Background in financial services or professional office environments