Administrative Assistant

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 – $55,000 annual base

Gen Wealth 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.

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.

• 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).

• 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 (Docu Sign/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.

• Financial services background or interest in learning the industry.

Range: $40,000 – $55,000 annual base.