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Administrative Assistant --BARDC

Job in San Rafael, Marin County, California, 94911, USA
Listing for: Compunnel Inc.
Full Time position
Listed on 2026-06-26
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Administrative Assistant --BARDC5783917

The Administrative Assistant will support a visually impaired senior advisor and a registered associate partner by managing communications, scheduling, and converting financial documents into accessible formats.

Key Responsibilities
  • Answer and manage incoming phone calls professionally
  • Schedule meetings, appointments, and calendar coordination
  • Convert charts, research reports, and equity analysis into accessible formats compatible with assistive reading systems
  • Handle confidential and sensitive information with strict discretion
  • Support executives and administrative staff with daily office duties
  • Maintain professionalism, business etiquette, and confidentiality at all times
Required Qualifications
  • Experience as an Executive Assistant or Administrative Assistant
  • High level of professionalism and discretion
  • Proficiency with office productivity tools
  • Comfortable working in a fully onsite environment
Preferred Qualifications
  • Experience supporting senior executives
  • Background in financial services or professional office environments
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