Top 105 clerical assistant Jobs in placerville ca

Executive Assistant
WestPac —Roseville, CA
- $50,000 - $75,000 a year
- Full-time
- Background check
- Research
- Mid-level
Quick Apply
1d
Administrative Assistant to the CEO (On-Site)
Confidential —Folsom, CA
- $2,500 - $3,500 a month
- Part-time
- Mid-level
- Office
- In-person
Quick Apply
2d
Administrative Assistant to Financial Advisor
Comprehensive Financial Planning —Auburn, CA
- $30 - $37 an hour
- Full-time
- Background check
- Data analysis skills
- Mid-level
- 401(k)
- Paid time off
Quick Apply
Senior Secretary - Adult Education
El Dorado County Office Of Education —Placerville, CA
- $4,738.02 - $6,069.12 a month
- Full-time
- Background check
- High school diploma or GED
- In-person
- Health insurance
- Dental insurance
5d
Branch Office Administrator
Edward Jones —Auburn, CA
- Full-time
- Computer literacy
- Office
- Fair chance
- Profit sharing
- Health savings account
2d
Front Desk Receptionist
Hall Chiropractic —Placerville, CA
- From $25 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- In-person
Quick Apply
17h
Receptionist
Eskaton Village Placerville —Placerville, CA
- $19.40 - $29.48 an hour
- Part-time
- Current TB test
- Pass drug screening
- HIPAA
- 401(k) matching
Quick Apply
Business Office Assistant
Western Slope Health Center —Placerville, CA
- $25 - $29 an hour
- Full-time
- Skilled nursing facility
- Computer literacy
- HIPAA
Quick Apply
6d
Office Assistant
PROGRESS HOUSE INC —Placerville, CA
- $18 - $20 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Customer Service Representative
Hangtown Bait & Tackle —Placerville, CA
- From $16.90 an hour
- Part-time
- Computer literacy
- Cash register
- Computer skills
Quick Apply
2d
Medical Records Assistant (Temporary)
Snowline Health —El Dorado, CA
- $20 - $24 an hour
- Part-time
- Medical office experience
- HIPAA
- Office
Administrative Assistant, Cultural Resources
Shingle Springs Band of Miwok Indians —Placerville, CA
- $20.85 - $26.50 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
7d
Administrative Assistant
F.B.E.D.C. —Cameron Park, CA
- $25 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Medical Assistant/Front Desk
Sierra Orthopaedic & Athletic Rehabilitation Physical Therapy, Inc. —Placerville, CA
- $18 - $20 an hour
- Part-time
- Cleaning
- Computer skills
- In-person
- Paid time off
Quick Apply
6d
Pathology Technical Assistant
Marshall Medical Center —Placerville, CA
- $24.51 - $29.41 an hour
- Per diem
- Surgery
- Customer service
- Word processing
Tribal Fire Administrative Assistant
Shingle Springs Band of Miwok Indians —Placerville, CA
- $20.85 - $28.14 an hour
- Microsoft Word
- 18 years or older
- Microsoft Excel
Quick Apply
3h
Office Assistant
Churchill's Hardware —Cameron Park, CA
- $19 - $23 an hour
- Part-time
- Computer literacy
- Basic math
- Office
- Employee discount
- Opportunities for advancement
Quick Apply
4d
Unit Clerk - Mental Health 325
Telecare Corporation —Placerville, CA
- $18.63 - $21.61 an hour
- Part-time
- Adults
- Inpatient
- Administrative experience
- Paid holidays
- Health insurance
Quick Apply
2d
Office Assistant
Mobile Copy Service —Shingle Springs, CA
- Office
- Entry level
Medical Receptionist/Front Desk
Folsom Dermatology —Folsom, CA
- $18 - $23 an hour
- Full-time
- In-person
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
6d

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clerical assistant jobs near placerville ca

Executive Assistant

WestPac -
Roseville, CA

Quick Apply

Job Details

Full-time
$50,000 - $75,000 a year
1 day ago

Qualifications

Confidential information handling
Interpersonal skills
Filing
Executive administrative support
Employee relationship building
Research
Client database systems
Bachelor's degree
Attention to detail
CRM system proficiency
Stakeholder relationship building

Full Job Description

Job Overview
We are seeking a dynamic and highly organized Executive Assistant to support our leadership team and ensure smooth daily operations within our office environment. This role offers an exciting opportunity to be the backbone of our administrative functions, providing essential support that drives productivity and efficiency. The ideal candidate will demonstrate exceptional organizational skills, strong communication abilities, and a proactive attitude to manage a variety of tasks with enthusiasm and professionalism. You will serve as a key point of contact for internal teams, clients, and visitors, contributing to a positive and well-coordinated workplace.

Responsibilities

Schedule appointments including initial meeting, assist with follow up, and set up next meeting.
Prepare for client meetings, including creating presentations and taking notes.
Cultivate and enhance new and existing client relationships by delivering excellent (white glove) client service model.
Maintain a high level of professionalism and build solid business relationship with clients and co-workers.
Follow up on outstanding requirements and manage Policy Owner service requests.
Keep Advisor and team members informed on pending business, production, and progress. 
Open new investment accounts efficiently and process paperwork using tools like DocuSign.
Utilize Investment software platforms and be skilled at preparing investment paperwork, investment data entry and bundling client applications.
Research & review Investment securities & portfolios using enterprise software.
Maintain frequent and extensive contact with investment firms, internal teams, broker-dealers, and clients.
Maintain files and records organized in client database, CRM software, and investment platform.
Schedule client’s annual review & complete action items in securities software.
Assist with travel arrangements.
Manage Advisor’s license renewals and continuing education requirements.
Manage client software such as LBS, CRM database, etc.
Coordinate and manage Advisor’s calendar, events, webinars, etc.
Aid in Marketing efforts & comply with all social media guidelines.
Search LinkedIn for client and recruit opportunities
Manage recruiting sourcing & make initial phone screens
Provide support to Administrative Operations
Order marketing/recruiting material and office supplies needed to keep the office running smoothly.
Other administrative tasks as needed.
Log checks & transmittals for agency Investments.
Additional assignments as needed.

Qualifications

Education: Bachelor’s degree in finance, business, or a related field preferred.
Experience: 4+ years in the financial field, insurance industry or as an Administrative /Executive Assistant Role.
CRM experience required.
Excellent computer skills, web-based applications, and Microsoft Office 365.
Detail-oriented with strong organizational and multitasking abilities.
A client-centric mindset with a focus on delivering exceptional service.
Strong knowledge of financial products, investment accounts, and industry regulations.
Excellent communication and interpersonal skills to build strong client relationships.
Ability to multi-task and keep good time management in a fast-paced agency environment.
Willingness to learn and adhere to established systems and processes.
Ability to work independently and collaboratively in a fast-paced environment.
Excellent team player and the ability to work well with others.
Need to clear background check and fingerprint requirements
Must be eligible to work in the United States.
Must be able to keep sensitive information confidential.

Personal Attributes

Proactive and self-motivated with a strong sense of initiative.
High emotional intelligence and the ability to build strong relationships with clients and team members.
Detail-oriented with a commitment to excellence.
Flexible and adaptable in a fast-paced environment.

Pay: $50,000.00 - $75,000.00 per year

Education:

Bachelor's (Required)

Experience:

Finance: 4 years (Required)

Location:

Roseville, CA 95661 (Required)

Work Location: In person

Quick Apply

Refine Your Search

clerical assistant jobs in placerville ca

Executive Assistant

Administrative Assistant to the CEO (On-Site)

Administrative Assistant to Financial Advisor

Senior Secretary - Adult Education

Branch Office Administrator

Front Desk Receptionist

Receptionist

Business Office Assistant

Office Assistant

Customer Service Representative

Medical Records Assistant (Temporary)

Administrative Assistant, Cultural Resources

Administrative Assistant

Medical Assistant/Front Desk

Pathology Technical Assistant

Tribal Fire Administrative Assistant

Office Assistant

Unit Clerk - Mental Health 325

Office Assistant

Medical Receptionist/Front Desk

I want to receive the latest job alert for clerical assistant in placerville ca

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