Administrative Assistant

Do you want to help people create a more secure financial future for their loved ones?

Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our global network of financial organizations and specialists – our Ohana (family).

Founded in 1992, The Pacific Bridge Companies (TPBC) has deep roots in financial services and community activism, dating back to the 1930s when our founder’s grandfather led the charge to abolish racially discriminatory practices in the life insurance industry of the United States.

Today, we’re all about making global financial navigation a reality. It’s often difficult for global citizens to interpret the complex cross-border laws governing insurance, investments, banking, tax, and law. We help financial advisors guide these clients wherever their lives may lead by providing advice, financial planning ideas, and connections to other finance and insurance professionals ready to help.

Initially aiming our efforts at people and companies living multi-national lives between Asia and the United States, we are now expanding to meet the growing demand for similar services in other parts of the world. That’s why we need you!

We’re looking for talented people with at least 2 years of experience in high-level administrative support roles to join our team full-time in our Monrovia, California headquarters.

If you believe in the importance of flexible financial advice that supports people as they venture from one part of the world to another, you share one of our core beliefs. We would love to talk to you and explore the ways your unique skills can help our team, our clients, and a growing number of global citizens. If you have a particular interest or experience in finance, insurance, sales, or marketing, we encourage you to apply!

• Maintains gracious and professional communication in person and via telephone, e-mail, and mail with internal and external parties
• Manages team schedules and maintains calendars with multiple time-zones in mind, keeping others on task
• Makes and arranges complex and detailed travel plans; prepares itineraries and agendas for the team
• Assists with office tasks including filing, creation of memos and letters, generating printed reports and creating presentations
• Prepares for meetings (in-person or virtual), including setting up meeting rooms for presentations and resetting meeting rooms afterward
• Attends meetings to record, compile, transcribe, and distribute meeting minutes
• Conducts research on assigned subjects and presents data in a prompt and concise manner
• Coordinates and prepares for clients; assists in hosting clients in and outside the office.
• Provides coordination for events involving non-profit organizations and industry organizations, such as board meetings, committee meetings, etc
• Upholds a strict level of confidentiality
• Runs errands as needed and other duties as assigned
• Occasional weekend and evening participation for corporate events and meetings

• 2+ years of experience providing top-tier support to senior executives
• Highly disciplined self-starter who can work independently or with others, with minimal supervision; comfortable working in the office alone as some days may have limited staff on-site
• Strong organizational, project-management, time-management, and problem-solving skills
• Great interpersonal skills and ability to build relationships with staff, leadership, and external partners
• Proactive and able to perform and prioritize multiple tasks with excellent attention to detail
• Ability to follow, document (if needed), and make suggestions to improve our unique internal processes
• Excellent writing, editing, and research skills
• Strong team player who is proactive, collaborative, and willing to step in where needed, committed to the success of the entire team
• Creative and adaptable, with a desire to learn new skills
• High level of proficiency in Windows, MS Office, and other MS software (Outlook, Word, PowerPoint, Excel, SharePoint, and Teams)
• Working knowledge of CRM software (MS Dynamics 365 CRM preferred)
• Working knowledge of video-conferencing software (Microsoft Teams, Zoom, etc.)
• Willing to use AI and AI-based tools to improve efficiency

The Pacific Bridge Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. All employment decisions are made based on qualifications, merit, and business needs.