Administrative Assistant

Overview

Administrative Assistant — Genwealth 360.

Location:

Long Beach, California — On-site.

Employment Type:

Full-time. Salary: $40,000. Benefits:
Medical, dental, vision, and 401(k).

• 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.

• Professional development and training opportunities
• Medical, dental, vision, and 401(k)

• Range: $40,000 – $55,000 annual base

Send your resume and a brief note on why you’re excited about Gen Wealth 360 to with the subject line “Administrative Assistant – [Your Name]”. Portfolio or work samples (e.g., formatted docs, templates) are welcome.