Administrative Assistant: Client Services & Office Support

Blue Trust; Irvine (CA); On-site; USD 36,000 - 43,000; Full time

Job summary

Blue Trust in California is seeking an Administrative Assistant to provide essential office support for one or more managers. You will handle calls, greet visitors, prep meeting spaces, manage documents, and assist with a variety of administrative tasks to keep the office running smoothly.

The role emphasizes accuracy, professionalism, and confidentiality within a busy financial services environment. You should be proficient with MS Office, organized, and capable of prioritizing multiple

Qualifications

• Bachelor's degree in business-related field preferred.
• Minimum of two years' prior admin, customer service, or HR experience in financial sector.
• Excellent computer literacy and MS Office proficiency.
• Ability to manage multiple time-sensitive tasks with prioritization.

Responsibilities

• Answer multi-line phone promptly and professionally.
• Greet guests warmly and direct them as needed.
• Book and prepare shared conference rooms.
• Coordinate office services and supplies.
• Support document management and client meetings.
• Maintain high compliance and confidentiality.
• Assist with typing, copying, scanning and other admin tasks.

Skills

Microsoft Excel

Microsoft Word

Customer service

Organizational skills

Written communication

Teamwork

Confidential data handling

Education

Bachelor's degree in business-related field

Tools

Microsoft Office

Job description

Blue Trust in California is seeking an Administrative Assistant to provide essential office support for one or more managers. You will handle calls, greet visitors, prep meeting spaces, manage documents, and assist with a variety of administrative tasks to keep the office running smoothly.

The role emphasizes accuracy, professionalism, and confidentiality within a busy financial services environment. You should be proficient with MS Office, organized, and capable of prioritizing multiple