Administrative & Office Operations Coordinator (401(k) + PTO)

sci; San Diego (CA); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid Time Off

Job summary

Trident Society in San Diego, CA is seeking an Office Coordinator to support multiple teams with administrative tasks, ensuring smooth daily operations.

You will handle contracts, customer inquiries, greet visitors, manage phone messages, process payments, and input data into the CRM, utilizing Microsoft Office. The role requires 3–5 years of experience, a high school diploma, strong organization, and the ability to work independently. Notary license is preferred.

Qualifications

• High school diploma or equivalent required.
• 3–5 years of administrative or related experience.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Notary license preferred but not required.
• Ability to work independently and meet deadlines.

Responsibilities

• Support the sales team by processing and validating contractual agreements to ensure accuracy
• Provide exceptional customer service support by handling customer inquiries, questions, and updates
• Greet and assist visitors as they arrive at the office
• Answer and direct phone calls to the appropriate party along with taking and delivering messages accurately
• Produce and maintain same day checks, trust claims, and the reconciliation of bank records.
• Operate office equipment such as photocopiers, printers, fax machines, etc.
• Input statistical information into a CRM system and other databases
• Use of SOX compliance software to reconcile daily, weekly, and monthly reports

Skills

Time management

Organizational skills

Communication

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Trident Society in San Diego, CA is seeking an Office Coordinator to support multiple teams with administrative tasks, ensuring smooth daily operations.

You will handle contracts, customer inquiries, greet visitors, manage phone messages, process payments, and input data into the CRM, utilizing Microsoft Office. The role requires 3–5 years of experience, a high school diploma, strong organization, and the ability to work independently. Notary license is preferred.