Financial Services Administrative Assistant with Benefits

GetJobSmart; Los Angeles (CA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Job summary

Vertex National Group in Los Angeles, CA, is seeking a detail-oriented Administrative Assistant to support office operations and the finance team in a full-time role. The candidate should have strong MS Office skills and a high school diploma, with at least two years of relevant experience.

The role involves scheduling, correspondence, reporting, and various administrative projects to ensure smooth daily functions.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Minimum of 2 years' administrative/clerical experience, preferably in financial services.
• Strong organizational and time-management skills for handling multiple tasks and deadlines.
• Excellent written and verbal communication; professional interaction with clients and team members.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Familiarity with financial software and systems is a plus.

Responsibilities

• Manage and maintain electronic and paper filing systems.
• Coordinate and schedule meetings, appointments, and travel for executives.
• Assist in preparing and distributing meeting materials, agendas, and minutes.
• Handle incoming/outgoing correspondence (emails, calls, mail) with accuracy and timeliness.
• Provide administrative support to the finance department (data entry, reconciliation, reporting).
• Assist in preparing financial statements and other financial documents.

Skills

Microsoft Office

Excel

Word

Outlook

Education

High school diploma

Bachelor's degree preferred

Tools

Financial software familiarity

Job description

Vertex National Group in Los Angeles, CA, is seeking a detail-oriented Administrative Assistant to support office operations and the finance team in a full-time role. The candidate should have strong MS Office skills and a high school diploma, with at least two years of relevant experience.

The role involves scheduling, correspondence, reporting, and various administrative projects to ensure smooth daily functions.