Administrative Assistant-Financial Services

Published: 6/14/2022

Job Description

In-house Administrative Assistant will work directly with a seasoned Financial Advisor to coordinate and schedule clients in-person and virtually. Daily proactive contact via telephone, text, and email with appointment reminders, and rescheduling previously canceled or no-show appointments.

Prepare documents, including financial data/materials ahead of meetings and set up the appointment/conference room for the Advisor. Run and prepare reports, set-up remote/virtual meetings on Zoom, maintain active Advisor calendar. Review notes from Advisor to track appointment details and action ahead. Create and maintain client templates, physical and digital records

3+ years of Administrative support to an individual in a professional/corporate office
Detail-oriented
Computer savvy in MS Office, especially Word and Excel
Strong communication and relationship building skills set
Reschedule prospects and follow up on past prospects
Occasional support for firm events and event-projects

Temporary-to-hire, 8am-5pm. Solid job stability. Sales support or financial support office experience a plus. Professional attire and demeanor.

.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.