Administrative Office Secretary

Yesterday

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟢 Junior

👨‍💼 Executive Assistant

🚫👨‍🎓 No degree required

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Retirement Solutions Advisors, LLC

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Retirement Solutions Advisors, LLC is a financial services firm dedicated to helping entrepreneurial businesses capture and grow their wealth through tailored retirement planning solutions. They offer a comprehensive range of services including plan design, setup, and administration, all while ensuring compliance with IRS and DOL regulations. Their goal is to uncover economic opportunities within retirement plans, allowing business owners and key employees to retain more wealth and prepare effectively for retirement.

Third Party Administrator • Retirement Plan Design • Retirement Plans • TPA • Fiduciary Services

2 - 10 employees

Founded 2006

📋 Compliance

🤝 B2B

📋 Description

• Reporting to management and performing secretarial duties. • Processing, typing, editing, and formatting reports and documents. • Filing documents, as well as entering data and maintaining databases. • Liaising with internal departments and communicating with the public. • Directing internal and external calls, emails, and faxes to designated departments. • Arranging and scheduling appointments, meetings, and events. • Monitoring office supplies and ordering replacements. • Assisting with copying, scanning, faxing, emailing, note-taking, and travel bookings. • Preparing facilities and arranging refreshments for events, if required. • Observing best business practices and etiquette.

🎯 Requirements

• High School Diploma or GED. • Formal qualification in office administration, secretarial work, or related training. • 1-2 years of experience as an Administrative Secretary would be advantageous. • Advanced proficiency in managing documents, spreadsheets, and databases. • Ability to liaise internally and externally on administrative matters. • Exceptional filing, recordkeeping, and organizational skills. • Working knowledge of printers, copiers, scanners, and fax machines. • Proficiency in appointments scheduling and call forwarding systems. • Excellent written and verbal communication skills. • Exceptional interpersonal skills.