Job title: Administrative Assistant
Company: GENWEALTH 360 INC
Job description: Benefits:
- 401(k)
- Company parties
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Administrative Assistant —Location: Long Beach, California — [On-site]
Employment Type: Full-time
Salary: $40,000
Benefits: Medical, dental, vision, and 401(k)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 RoleWe’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 ApplySend 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.
Expected salary: $40000 – 45000 per year
Location: Long Beach, CA
Job date: Mon, 20 Oct 2025 01:35:49 GMT
Apply for the job now!