Administrative Support

Dynamic Office & Accounting Solutions

Pleasant Hill, CA

Expired: over a month ago Applications are no longer accepted.

$25 to $30 Hourly
Part-Time

Job Description

Administrative Support Specialist

Location: Pleasant Hill, CA

Pay Range: $25-30/hr

Part-Time, Flexible Schedule

We are seeking an Administrative Support Specialist to join a small investment services firm and support the entire team with a wide range of responsibilities, ensuring the smooth operation of the office. This team is not just about numbers – they’re about building lasting relationships. Through trust, integrity, confidence, and partnership, they empower clients to make informed financial decisions. If you share that commitment to making a positive impact and thrive in a supportive environment, this may be the opportunity for you!

As an Administrative Support Specialist, you will play a pivotal role in the operations of the firm, assisting with a wide range of tasks. We're seeking someone with a background in banking or bookkeeping – someone who understands the intricacies of managing money and is eager to learn and grow in the world of financial advising. If you’re a highly organized, proactive team player with a passion for the financial world, we want to hear from you! Apply now and call Sophia at 888-303-567 to schedule an interview today!

What You’ll Do:

Provide comprehensive administrative support to the team, including answering phones, responding to emails, and managing schedules.
Assist in scheduling client appointments and follow-ups, ensuring timely communication and exceptional service.
Utilize industry-specific software such as Redtail, All Bridge OneView, and Net X 360 to manage client information, track interactions, and generate reports.
Maintain organized filing systems, both electronic and physical, to ensure easy retrieval of documents.
Collaborate closely with teammates to facilitate seamless workflow and communication within the office.

What You’ll Bring:

Bachelor’s Degree or equivalent experience
Experience working in banking, preferably as a teller, a huge plus
Strong organizational skills and attention to detail
Ability to multitask and prioritize tasks effectively
Proficiency in computer skills, including industry-specific software
A proactive and adaptable mindset with a willingness to learn

Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.