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We are looking for a detail-oriented Administrative Assistant to join a boutique financial investment and insurance firm in Emeryville, California. In this Contract to permanent position, you will play a vital role in supporting daily operations, client interactions, and administrative tasks. This opportunity offers a chance to develop valuable skills within the financial industry while contributing to a dynamic and collaborative environment.
Job Responsibility:
Coordinate schedules and appointments to ensure seamless calendar management
Organize and prepare client files, paperwork, and documentation with accuracy
Handle incoming and outgoing correspondence, including mail, emails, and faxes
Maintain office supplies and oversee the functionality of office equipment
Assist clients with inquiries, requests, and the completion of necessary forms
Gather, organize, and process client information to support operational needs
Perform data entry tasks and maintain precise records and databases
Create detailed reports and presentations as required by the team
Support compliance efforts by adhering to industry regulations and guidelines
Provide basic technical assistance and ensure proper utilization of office software
Requirements:
Strong communication skills to effectively interact with clients and team members
Exceptional organizational abilities to manage multiple priorities and meet deadlines
High attention to detail to ensure the accuracy of documentation and records
Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
Experience in customer service and handling inbound/outbound calls
Ability to execute data entry tasks with precision and efficiency
Familiarity with scheduling tools and processes for managing appointments
Demonstrated discretion and confidentiality when handling sensitive information