Top 1 Financial advisor assistant Jobs in Bakersfield, Ca

Administrative Assistant
CBIZ —Bakersfield, CA
- Microsoft Outlook
- Writing skills
- Mid-level

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Minimum 7 years of progressive experience in collections, special assets, credit administration, lending, or related field. Fair Credit Reporting Act (FCRA).
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8d

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Administrative Assistant

CBIZ -
Bakersfield, CA

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Job Details

Qualifications

Writing skills
Administrative experience
High school diploma or GED
Technical Proficiency

Full Job Description

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

High school diploma or GED
2 years experience in office environment and preferably performing as an administrative assistant
Must have knowledge of administrative procedures
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Essential Functions and Primary Duties

Provide assistance to the Managing Directors and professional staff on engagements and projects, as needed.
Assist with drafting and formatting engagement letters.
Assist with monthly billing.
Document management to include, organizing, scanning, naming, and saving documents.
Data entry and organizing information into spreadsheets.
Management of group marketing / event calendar.
Assist with preparation of marketing materials.
Calendar management. Setting up meetings and sending out invites to clients, making / confirming reservations, and tracking everything in outlook calendar.
Complete ad hoc projects as needed.

Preferred Qualifications

Strong interpersonal skills with a high level of professionalism.
Experience working in an office environment, preferably in an accounting firm, legal office or other professional services.
Strong organizational and problem-solving skills.
Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail.
Proficient with Microsoft products.
Demonstrated ability to communicate effectively, both verbally and in writing.
Paraprofessional or paralegal experience preferred.

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financial advisor assistant jobs in bakersfield, ca

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