Administrative Assistant, Robert Half

Administrative Assistant

Robert Half

Location:

United States, Sacramento

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction.

Job Responsibility:

Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom
Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff
Troubleshoot IT issues
Compile and prepare in-person presentations for both prospective and existing clients
Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution
Handle client paperwork processing, including applications and plan documents
Record meeting minutes and keep track of action items
Set up new client service agreements in DocuSign and prepare invoices and wire instructions
Run monthly client reports and ensure their prompt delivery
Prepare timelines and other relevant documents for potential client meetings
Delegate tasks within the CRM and ensure all client records are kept current

Requirements:

Minimum of 3 years of experience in a similar role within the Financial Services industry
Demonstrated proficiency in managing calendars, including scheduling and coordinating meetings or events
Extensive experience in document management, including organizing, storing, and retrieving documents as needed
Strong communication skills, both written and verbal
Excellent organizational abilities and attention to detail
Ability to multitask and prioritize tasks as needed
Proficiency in Microsoft Office Suite and other relevant software
A team player with a positive attitude and strong interpersonal skills
Ability to work under pressure and meet tight deadlines
High level of discretion and confidentiality

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan

Additional Information:

Job Posted:

March 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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