PT Administrative Assistant for Financial Services

Palm Desert, CA 92211

Posted: 01/21/2025 Industry: Admin/Clerical Job Number: 1693337

Job Description

Our client, a small majority woman owned business with big operations in the financial services industry (multi-million and billion dollar financial institutions) for the last 36 years is seeking a motivated Administrative Assistant with a positive attitude, can juggle multiple projects at a time and can organize daily tasks to work efficiently, and values their integrity to join their team.

 

The ideal candidate is someone who wants to grow with a company and can appreciate that process. You will be involved in most all aspects of the business and you will have the opportunity to learn and grow so much in this role if that is something you're interested in. There are endless opportunities if your goals are in line with the company.

 

 

Duties:

  • Open and close the office

  • Reception, phone call routing/inquiries and greeting of visitors (vendors, clients, etc.)

  • Collect, open, and distribute incoming, post and send outgoing mail, as well as occasional CEO/COO inbox/outbox pick-up, delivery

  • Maintain electronic document filing

  • Maintain company's internal client and project management system (will train)

  • MS Office skills: Good to excellent working knowledge

  • Transcribe notes and messages accurately

  • Maintain/order office supplies (office, kitchen, bathrooms, etc.)

  • Maintain company calendar (staff vacations, birthdays, anniversaries), send cards, flowers, etc.

  • Maintain staff contact lists, office calendar, office closure notifications, order/send holiday cards, run errands, order staff business cards, etc.

  • Be the back-up to the Operations Manager

  • Learn the company's marketing style and create posts for the company's LinkedIn; manage account, interact with network, create images and write ups, post to LinkedIn and send email blasts, manage company website and marketing materials

  • Perform other tasks as directed

 

Requirements:

  • Proven experience as an Administrative Assistant or similar role

  • Strong organizational skills with the ability to prioritize and manage multiple projects at a time but is not afraid to ask for advice or direction

  • Ability to take notes accurately and efficiently

  • Excellent knowledge and experience with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

  • Experience with LinkedIn, Adobe, Paint, Illustrator, WordPress, MailChimp, website management, AI, etc. would be a huge plus!

 

Part-time (with opportunity for advancement)

Pay = $20-25/hr (DOE)

Meet Your Recruiter

Meegan Villa
President

Meegan Villa
President/Owner/Recruiter


As the owner of Proper Solutions, I never wanted to give up interacting and working with candidates. That's what I love to do! I am actively involved with many organization in the community and keep my ear to the ground to hear about job opportunities in the Coachella Valley. Please feel free to reach out via email meegan@propersolutions.biz I look forward to hearing from you!

 

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