Administrative Assistant - Client-Focused Office Pro

Demboski & Chapman Financial and Insurance Solutions, Inc.; Santa Barbara (CA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Holidays

Paid Vacation

Sick Days

Paid Cell Phone Plan

FSA/125 Plan

Life & Disability Insurance

401K with profit sharing

Job summary

Demboski & Chapman Financial & Insurance Solutions, Inc. in Santa Barbara, CA seeks an organized, tech‑savvy administrative professional to keep the office running smoothly. You will welcome clients, manage calendars, and support day‑to‑day operations with a focus on exceptional client service.

We value initiative, reliability, and a genuine desire to help others. Experience in financial services or insurance is a plus but not required, with room for growth and a lasting career at our firm.

Qualifications

• Professional office or administrative support experience preferred.
• Strong proficiency in Microsoft Outlook and Word; basic computer apps.
• Excellent organization and attention to detail.
• Professional written and verbal communication.

Responsibilities

• Welcoming clients, answering phones, and creating an exceptional first impression.
• Managing calendars, scheduling appointments, and coordinating client communications.
• Maintaining accurate client records and data in our CRM system.
• Preparing polished correspondence and documents using Microsoft Office.
• Keeping office operations, supplies, equipment, and meeting spaces organized.
• Supporting team members, client events, and special projects while confidently managing competing priorities.

Skills

Organizational skills

Communication skills

Multitasking

Independence

Tools

Microsoft Outlook

Microsoft Word

CRM software

Job description

Demboski & Chapman Financial & Insurance Solutions, Inc. in Santa Barbara, CA seeks an organized, tech‑savvy administrative professional to keep the office running smoothly. You will welcome clients, manage calendars, and support day‑to‑day operations with a focus on exceptional client service.

We value initiative, reliability, and a genuine desire to help others. Experience in financial services or insurance is a plus but not required, with room for growth and a lasting career at our firm.