Administrative Assistant

NW Staffing

SACRAMENTO, CA

JOB DETAILS
SALARY
$25–$29 Per Hour
SKILLS
Administrative Skills, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Diversity, Employee Benefits, Executive Assistant Skills , Financial Planning, Hardware Virtualization, Leadership, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Office Equipment, Operational Support, Order Supplies, Organizational Skills, Record Keeping, Sales Prospecting, Team Player, Virtualization, Wealth Management
LOCATION
SACRAMENTO, CA
POSTED
30 days ago

Join a well-established and growing wealth management firm where your organizational skills, professionalism, and client-focused mindset will make a direct impact. This exciting administrative role supports an experienced Financial Advisor, Head Administrator, and collaborative team in a fast-paced and client-centered office environment.




WHY YOU’LL LOVE THIS ROLE
  • Opportunity to grow within a stable and successful financial advisory practice 
  • Supportive, team-oriented environment with leadership exposure 
  • Flexible part-time schedule with a variety of responsibilities each day




LOCATION: Sacramento, CA.
 SALARY: $25 - $29/hr.
 SCHEDULE: Long-Term | Monday - Friday | 30-40 hours 




THE ROLE

Administrative Assistant will provide exceptional customer service while supporting day-to-day office operations, calendar coordination, and administrative functions for the team.




KEY RESPONSIBILITIES:
  • Provide professional and welcoming experience for clients in person and over the phone 
  • Support daily office operations, including ordering supplies and managing office equipment 
  • Conduct outbound calls to clients regarding appointments and follow-ups 
  • Schedule meetings and appointments with prospective and existing clients through phone and email communication 
  • Manage executive and advisor calendars while maintaining accurate client records and files 
  • Assist with company events and occasional personal assistant tasks for the CEO




WHAT WE’RE LOOKING FOR:
  • 3+ years of experience in an Administrative Assistant role 
  • Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook 
  • Experience using CRM systems and virtual meeting platforms 
  • Strong communication, customer service, and organizational skills 
  • Ability to multitask and work efficiently in a fast-paced environment 
  • Positive attitude with a willingness to learn and grow professionally




DIVERSITY, EQUITY, AND INCLUSION STATEMENT

We are committed to fostering an inclusive workplace that welcomes diverse candidates. All qualified applicants will be considered regardless of background, identity, or status.




This position is offered through the Sacramento Branch of NW Staffing Resources. When applying through nwstaffing.com, please click “Apply Here” and select the Sacramento Branch for immediate consideration. Or contact our office directly at 916-993-4182 to speak with a Recruiter.




For more information regarding our company and employee benefits, please click on the links below.

About NW Staffing Resources

NW Staffing Employee Benefits




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About the Company

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NW Staffing