Administrative Assistant

  • Location
    Westlake Village, California
  • Job type
    Direct Hire
  • Salary
    $ 16 - $ 23 / Hour
  • Category
    Office, Clerical & Administrative - Administrative Assistant

Position: Administrative Assistant
Job Description:
- Schedule travel arrangements and reservations
- Answer phone and interact with clients, prospects, and advisors
- Set up and maintain client files and correspondence �electronic files
- Maintain database
- Assist with Case Preparation for clients and prospects
- Letters, dictation, and presentation deliverable
- Take initiative to improve overall office efficiency and handle administrative duties
for the office including technology, ordering of supplies, etc.
- Special projects
Qualifications:
- Bachelor�s degree, preferably in a financial field or work experience
- Exceptional written, verbal and interpersonal skills
- Independent worker, self starter who can work with deadline pressures
- Proficient with Microsoft Word, Excel and Power Point
- Two years experience in the financial services industry preferred
- Insurance licensed and investment registered a plus

Position: Administrative Assistant
Job Description:
- Schedule travel arrangements and reservations
- Answer phone and interact with clients, prospects, and advisors
- Set up and maintain client files and correspondence �electronic files
- Maintain database
- Assist with Case Preparation for clients and prospects
- Letters, dictation, and presentation deliverable
- Take initiative to improve overall office efficiency and handle administrative duties
for the office including technology, ordering of supplies, etc.
- Special projects
Qualifications:
- Bachelor�s degree, preferably in a financial field or work experience
- Exceptional written, verbal and interpersonal skills
- Independent worker, self starter who can work with deadline pressures
- Proficient with Microsoft Word, Excel and Power Point
- Two years experience in the financial services industry preferred
- Insurance licensed and investment registered a plus

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Reference number US_EN_1_025132_11796923