Executive Secretary for Financial Services Team

Atlas Central Corp.; San Jose (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with employer matching

Paid time off

Job summary

Atlas Central Corp. in San Jose, CA seeks a diligent Secretary to support the executive team and maintain a professional office environment. You will coordinate calendars, handle correspondence, prepare materials for meetings, and assist with travel arrangements and events.

The role requires a high school diploma, at least 2 years in an office administration or secretarial capacity, and strong MS Office skills. Excellent organizational and communication abilities are essential.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of experience in an administrative or secretarial role.
• Proficiency in Microsoft Office Suite, particularly Outlook and Word.
• Excellent organizational and time management skills.
• Strong communication and interpersonal skills.
• Ability to work well under pressure and meet deadlines.
• Familiarity with the financial services industry is a plus.
• Ability to lift up to 20 pounds occasionally.

Responsibilities

• Manage the office calendar and schedule appointments for executives.
• Handle incoming and outgoing correspondence, including emails, calls, and mail.
• Prepare and distribute meeting agendas, minutes, and follow-up materials.
• Assist with the preparation of presentations and reports for executive meetings.
• Maintain office supplies inventory and order replacements as needed.
• Provide administrative support to the executive team, including travel arrangements and event planning.
• Coordinate with external vendors and service providers to ensure timely delivery of services.
• Perform data entry and maintain accurate records in our office management system.

Skills

Communication

Organizational skills

Time management

Interpersonal skills

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Outlook

Word

Job description

Atlas Central Corp. in San Jose, CA seeks a diligent Secretary to support the executive team and maintain a professional office environment. You will coordinate calendars, handle correspondence, prepare materials for meetings, and assist with travel arrangements and events.

The role requires a high school diploma, at least 2 years in an office administration or secretarial capacity, and strong MS Office skills. Excellent organizational and communication abilities are essential.