Top 92811 clerical assistant Jobs

Financial Administrative Assistant/Client Service Associate
Confidential —Mammoth Lakes, CA
- $40,000 - $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
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Front Desk Clerk
Kachemak Bay Title Agency, Inc. —Homer, AK
- $19 - $20 an hour
- Part-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
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Document Imaging Specialist
Phoenix Capital Group —Beach, ND
- $20 - $25 an hour
- Contract
- Office
- Driver's License
- US work authorization
- Flexible schedule
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Administrative Assistant
Empire Mining Co., LLC —Empire, NV
- $22 - $27 an hour
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
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Deputy Town Clerk
Town of Southwest Harbor —Southwest Harbor, ME
- $25.31 - $26.58 an hour
- Overtime
- Word processing
- Computer literacy
- English
- Health insurance
- Dental insurance
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4d
Administrative Assistant
First State Bank of Shelby —Shelby, MT
- $16 - $20 an hour
- Full-time
- Background check
- Google Workspace
- Computer literacy
- Health savings account
- Health insurance
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Receptionist / Administrative Assistant
Fort Independence Indian Reservation —Independence, CA
- $18 - $22 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- Paid holidays
- Health insurance
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9d
Office Administrative/Billing Specialist
Sonosky Chambers —Anchorage, AK
- $26.00 - $33.65 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
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Dental Front Desk Receptionist
Groton Family Dentistry —Groton, MA
- $24 - $29 an hour
- Full-time
- Dental office
- US work authorization
- In-person
- Paid time off
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Office Staff
Agassiz Water Users District —Gilby, ND
- $21 - $24 an hour
- Full-time
- Office
- Administrative experience
- Data entry
- Health insurance
- Dental insurance
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11d
Receptionist/Administrative Assistant
Northern Lights Family Dentistry —Warroad, MN
- $25 - $30 an hour
- Full-time
- Google Workspace
- Microsoft Outlook
- Computer literacy
- Paid time off
- 401(k) matching
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Document Imaging Specialist
Phoenix Energy One, LLC —Williston, ND
- $20 - $25 an hour
- 8 hour shift
- English
- Office
- Windows
- Flexible schedule
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Data Entry Associate
TH1 —Cleveland, OH
- $19 - $22 an hour
- Temporary
- Background check
- Microsoft Excel
- Mid-level
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9d
Bilingual KOREAN OR CHINESE-speaking Receptionist -- Medical Spa
Metro Healthcare Management LLC —Flushing, NY
- $18 - $21 an hour
- Full-time
- Writing skills
- English
- In-person
- Health savings account
- Health insurance
Quick Apply
Medical Receptionist
Glenridge Chiropractic, P.C —Central Islip, NY
- $18 - $21 an hour
- Full-time
- Spanish
- Microsoft Excel
- In-person
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10d
Administrative Assistant Secretary
UB Neurosurgery, Inc —Buffalo, NY
- $22 - $23 an hour
- Full-time
- Computer literacy
- Medical office experience
- Mid-level
- Health savings account
- Dental insurance
Quick Apply
Administrative Assistant
NewVision Security —Bismarck, ND
- $18 - $23 an hour
- Email
- Background check
- Office
- Residential
- Health insurance
- Dental insurance
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Program Assistant ( Siskiyou Village, Yreka, CA) Hours vary between 20 - 40 hrs/wk
Northern Valley Catholic Social Service —Yreka, CA
- $18.75 - $19.89 an hour
- Part-time
- High school diploma or GED
- Clinic
- Travel
- Health insurance
- Dental insurance
Quick Apply
2d
Medical Receptionist
Vitreo Retinal Consultants —Riverhead, NY
- $20.00 - $21.50 an hour
- 8 hour shift
- Private practice
- Spanish
- Computer literacy
- Health savings account
- AD&D insurance
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Administrative Assistant I - Medical Examiner's Office
Waushara County —Wautoma, WI
- $18.32 - $19.52 an hour
- Part-time
- Microsoft Outlook
- Office
- Administrative experience
Quick Apply

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Financial Administrative Assistant/Client Service Associate

Confidential
Mammoth Lakes, CA

Quick Apply

Job Details

Full-time
$40,000 - $50,000 a year

Qualifications

Computer operation
Microsoft Excel
Microsoft Outlook
Executive administrative support
Clerical experience
Office management

Full Job Description

Position Summary

The organization’s mission is to deliver superior, objective, proactive services that strive to anticipate and address our client’s needs before they even ask. The service team plays a vital role in that success. We are a friendly small office environment at a growing wealth management and financial planning firm. This is a full time, in person position located in Mammoth Lakes, CA.

As a Client Service Associate, you will help deliver the company vision and build lifelong relationships capable of making a significant positive difference in our clients’ lives. You will provide assistance to the Managing Partner by providing a wide range of office management and support to the company. Join the team and play a vital role in living the firm's commitments to the highest ethical standards and maintaining the valued trust of our clients and community.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

Provide administrative support for our Financial Advisors
Monitor and manage Financial Advisor's calendar, organizing events
Assist with processing paperwork and with preparing reports and forms for client appointments
Perform office tasks such as email, taking messages, distributing & handling mail items, etc.
Assist with addressing client inquiries and problem solving
Establishes and maintains files to meet regulatory requirements
Maintaining confidentiality of sensitive and confidential information with maximum discretion
Performing other work-related duties as assigned
Interact with custodian broker/dealer, outside money managers, mutual funds and insurance and annuity companies

Desired Qualifications (Knowledge, Skills, and Abilities)

Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
2+ years administrative assistant experience preferred
Strong client service and phone skills
Strong attention to detail and accuracy skills
Effective and very strong organizational, multi-tasking, and prioritizing skills
Ability to create and maintain organizational systems
Comfortable working independently in a fast-paced changing environment
Strong verbal, written, and interpersonal communication skills

Pay: $40,000.00 - $50,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

clerical assistant jobs

Financial Administrative Assistant/Client Service Associate

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Program Assistant ( Siskiyou Village, Yreka, CA) Hours vary between 20 - 40 hrs/wk

Medical Receptionist

Administrative Assistant I - Medical Examiner's Office

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