Job Openings in Sacramento County and Beyond

Administrative Assistant

Davis, CA 95616

Posted: 07/18/2024 Employment Type: DirectHire Industry: None Job Number: 1684414

Job Description

We are recruiting an Administrative Assistant to join a reputable financial services organization in the Davis area known for its collaborative and tenured staff. Our client values work/life balance and offers generous time off (3 weeks in the first year), a 401(k) plan with employer match, and healthcare subsidies. The Administrative Assistant plays a pivotal role in ensuring the smooth operation of a fast-paced, organized, and friendly office by supporting staff and interacting with clients. 100% onsite, M-F.  Salary: $60,000

The ideal candidate will have 2 years’ experience providing administrative support in a professional services environment, intermediate proficiency with Microsoft Office (Word and Excel), and has a proactive and driven work ethic.


  • Manage calendars for multiple staff members and assist with meeting scheduling.
  • Create and maintain documents for new client intake.
  • Open new account applications, process money movement requests, and work on internal business projects as assigned.
  • Answer client questions and provide readily available information regarding their accounts, within permissible limits.
  • Handle forms for investment accounts.
  • Greet clients upon arrival and extend hospitality to guests.
  • Conduct client appointment reminder calls. 
  • Order office supplies and manage related inventory.
  • Oversee equipment and facilities maintenance, including managing contracts with outside vendors.
  • Review and improve work methods and procedures for quality and efficiency.
  • Document meeting notes and pull reports as needed.
  • Handle incoming and outgoing mail.
  • Assist in maintaining the electronic client management system.
  • Perform document scanning and filing as needed.
  • Collaborate with the home office to ensure accurate account setup and resolve issues..
  • Maintain files and records according to the records retention policy.
  • Offer insight and recommendations to effectively use key tools to achieve practice results.
  • Assist with additional clerical support as assigned.


  • 2+ years of administrative experience. 
  • Intermediate proficiency with Microsoft Office Suite.
  • Familiarity working within a CRM system. Salesforce experience is a plus.
  • Possesses high integrity and the ability to work independently with limited supervision.
  • Positive attitude and a sincere willingness to constantly learn and grow.
  • Effective communication and customer service skills with clients and staff.
  • High school diploma or higher education required.
  • Strong attention to detail, organizational and data processing skills.
  • Efficient time management and multitasking capabilities.
  • Adherence to rules and regulations as required by the company.

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Explore exciting job opportunities in and around Davis, California! Nestled in the heart of Yolo County, Davis offers a unique blend of vibrant city life and tranquil countryside charm. Known for its world-class research university, cycling-friendly streets, and thriving farmer's markets, Davis boasts a welcoming community with ample career growth prospects. From the picturesque Arboretum to the Mondavi Center for the Performing Arts, there's always something inspiring to discover in Davis. Don't miss the chance to be part of this dynamic region, where career success meets laid-back West Coast vibes. Browse our job listings today and unlock your future in Davis!