Administrative Assistant - Ops & Client Onboarding

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

Benefits offered by this job

401(k)

Health insurance

Training & development

Opportunity for advancement

Company parties

Job summary

A financial services firm in Long Beach is seeking an organized Administrative Assistant to support operations. This position involves managing calendars, client onboarding, documentation, and project support. Candidates should have 1-2 years of experience in an administrative role and proficiency in Microsoft 365 or Google Workspace. The role offers a competitive salary range of $40,000 - $55,000 annually and supports professional development.

Qualifications

• 1-2 years in an administrative or office coordinator role.
• Proficiency with Microsoft 365 or Google Workspace, and basic spreadsheet skills.
• Experience with e-signature tools (DocuSign/Adobe Sign) is preferred.

Responsibilities

• Manage complex calendars and coordinate meetings.
• Assist with client onboarding tasks and documentation.
• Draft and format spreadsheets and maintain filing systems.
• Monitor shared inboxes and handle vendor communications.
• Process reimbursements and maintain orderly records.

Skills

Organization

Attention to detail

Professional communication

Microsoft 365 or Google Workspace proficiency

Experience with e-signature tools

Tools

Microsoft 365

Google Workspace

Zoom

Slack/Teams

Job description

A financial services firm in Long Beach is seeking an organized Administrative Assistant to support operations. This position involves managing calendars, client onboarding, documentation, and project support. Candidates should have 1-2 years of experience in an administrative role and proficiency in Microsoft 365 or Google Workspace. The role offers a competitive salary range of $40,000 - $55,000 annually and supports professional development.