Benefits:
401(k)
Company parties
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Administrative Assistant — Genwealth 360
Location: Long Beach, California — [On-site] Employment Type: Full-time Salary: $40,000 Benefits: Medical, dental, vision, and 401(k)
About Genwealth 360
GenWealth 360 helps clients navigate their financial lives with clarity and confidence. We're a collaborative, fast-moving team that values professionalism, accuracy, and great client experiences.
The Role
We're seeking an organized, tech-savvy Administrative Assistant to keep our operations running smoothly. You'll support executives and client-facing teams with scheduling, documentation, client onboarding, and day-to-day office coordination.
What You'll Do
Calendar & Scheduling: Manage complex calendars, coordinate meetings across time zones, prepare agendas, and arrange travel and logistics.
Client Support: Assist with onboarding tasks (forms, document collection, e-signature), track status in our CRM, and prepare meeting materials.
Documentation & Reporting: Draft and format spreadsheets; maintain accurate digital filing and version control.
Operations Coordination: Monitor and respond to shared inboxes, route inquiries, handle mail/shipping, and liaise with vendors.
Expense & Record Management: Process reimbursements, reconcile receipts, and help maintain orderly records for audits and compliance.
Meeting Execution: Set up conference/Zoom calls, take and distribute notes, and track follow-ups to completion.
Data Entry: Enter/update client and prospect data; run simple reports and exports.
Project Support: Assist with special projects (process documentation, event logistics, light research).
What You'll Bring
1-2 years in an administrative, office coordinator, or executive support role (professional services or financial services a plus).
Proficiency with Microsoft 365 or Google Workspace, Zoom, Slack/Teams, and basic spreadsheet skills.
Experience with e-signature tools (DocuSign/Adobe Sign).
Impeccable organization, attention to detail, and follow-through; able to juggle priorities and meet deadlines.
Professional communication—clear writing, polished client etiquette, and discretion with sensitive information.
Comfort working in a fast-paced, highly collaborative environment.
Nice to Have
Financial services background or interest in learning the industry.
Work Environment & Benefits
Professional development and training opportunities
Medical, dental, vision, and 401(k)
Compensation
Range: $40,000 – $55,000 annual base
How to Apply
Send your resume and a brief note on why you're excited about GenWealth 360 to admin@genwealth360.com with the subject line “Administrative Assistant – [Your Name]”. Portfolio or work samples (e.g., formatted docs, templates) are welcome.