Administrative Assistant

Liang & Quinley Wealth Management

Administrative Assistant

Irvine, CA
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Competitive salary

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Benefits/Perks

    Competitive Compensation

    Paid Time Off

    Career Growth Opportunities

    Job Summary

    We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, preparing meetings. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

    Responsibilities

    First Impressions for client in-person meetings

    Answer incoming phone calls and route them to the appropriate person

    Schedule appointments and maintain a calendar

    Organize meetings and take accurate minutes

    Maintain an organized CRM

    Scan/IDOC client to files

    Maintain office inventory

    Assist with marketing events

    Maintain a tidy office space

    Qualifications

    High school diploma/GED required, Bachelors degree preferred

    Previous experience as an Administrative Assistant or in a similar position

    Familiarity with standard office equipment such as printers and fax machines

    Excellent computer skills and knowledge of Excel, Microsoft Word and Outlook

    Highly organized with excellent time management skills and the ability to prioritize projects