Corporate Administrative Assistant

Published: 6/14/2022

Job Description

This position works directly with a Financial Advisor to coordinate and schedule client in-person and virtual appointments using telephone, text, and email reminders. Reschedules cancelations and no-show appointments, too.

Detail-oriented
Computer savvy in MS Office, especially Word and Excel
Strong communication and relationship building skills set
Prepare files pre-meeting including collecting financial information
Run reports regularly
Prepare and mail marketing materials
Manage in-office technology for meetings
Create and maintain client templates; physical and digital records
Review notes from Advisor to track appointment details and actions
Reschedule prospects and follow up on past prospects
Occasional support for firm events and event-projects

Temporary-to-hire, 8am-5pm. 3+ years of Administrative support to an individual. Solid job stability. Sales support or financial support office experience a plus.

.As required by Article 9 added to Chapter XVIII of the Los Angeles Municipal Code. SEC. 189.04. NOTICE AND POSTING REQUIREMENTS FOR EMPLOYERS. A. Employers shall state in all solicitations or advertisements seeking Applicants for Employment that the Employer will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of this article. Equal Employment Opportunity is THE LAW. Applicants are protected under Federal law from discrimination on the following bases: RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN Title VII of the Civil Rights Act of 1964, Title I and Title V of the Americans with Disabilities Act of 1990, The Age Discrimination in Employment Act of 1967, by Title VII of the Civil Rights Act, as amended, the Equal Pay Act of 1963, Title II of the Genetic Information Nondiscrimination Act of 2008, Section 503 & 504 of the Rehabilitation Act of 1973, The Vietnam Era Veterans’ Readjustment Assistance Act of 1974, in all areas of hiring and employment.