GENWEALTH 360 · 7 hours ago
Administrative Assistant
Long Beach, CA
Full-time
Onsite
Entry Level
$40K/yr - $55K/yr
1+ years expGenWealth 360 helps clients navigate their financial lives with clarity and confidence. They are seeking an organized, tech-savvy Administrative Assistant to support executives and client-facing teams with scheduling, documentation, client onboarding, and day-to-day office coordination.
AccountingFinancial ServicesLendingProfessional ServicesRetirementTax ConsultingTax Preparation
Responsibilities
Manage complex calendars, coordinate meetings across time zones, prepare agendas, and arrange travel and logistics
Assist with onboarding tasks (forms, document collection, e-signature), track status in our CRM, and prepare meeting materials
Draft and format spreadsheets; maintain accurate digital filing and version control
Monitor and respond to shared inboxes, route inquiries, handle mail/shipping, and liaise with vendors
Process reimbursements, reconcile receipts, and help maintain orderly records for audits and compliance
Set up conference/Zoom calls, take and distribute notes, and track follow-ups to completion
Enter/update client and prospect data; run simple reports and exports
Assist with special projects (process documentation, event logistics, light research)
Qualification
Required
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 (DocuSign/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
Preferred
Financial services background or interest in learning the industry
Benefits
401(k)
Company parties
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Medical, dental, vision, and 401(k)
Company
GENWEALTH 360
Genwealth 360 offers business and financial consulting services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase