6 results for Entry Level Administrative Assistant in Sacramento, CA

Administrative Assistant We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction. Responsibilities: • Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom.• Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff.• Troubleshoot IT issues.• Compile and prepare in-person presentations for both prospective and existing clients.• Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution.• Handle client paperwork processing, including applications and plan documents.• Record meeting minutes and keep track of action items.• Set up new client service agreements in DocuSign and prepare invoices and wire instructions.• Run monthly client reports and ensure their prompt delivery.• Prepare timelines and other relevant documents for potential client meetings.• Delegate tasks within the CRM and ensure all client records are kept current.

Administrative Assistant An Administrative Assistant plays a pivotal role in supporting managers, teams, and businesses by performing various administrative and organizational tasks. Their primary responsibilities often include the following:Job Responsibilities:<ul><li>Administrative Support: Managing schedules, organizing meetings, and handling communications like emails and phone calls. (Source: SG25 US Administrative and Customer Support.docx)</li><li>Document Preparation: Creating, formatting, and managing documents, reports, and presentations using programs like Microsoft 365 or advanced Excel. (Source: SG25 US Administrative and Customer Support.docx)</li><li>Data Management: Maintaining records, databases, and filing systems with a keen eye for accuracy and confidentiality. (Source: SG25 US Administrative and Customer Support.docx)</li><li>Office Coordination: Overseeing office supplies, communicating with vendors, and ensuring the office environment operates smoothly. (Source: SG25 US Administrative and Customer Support.docx)</li><li>Customer Support: Serving as a point of contact for internal teams and external parties, including handling inquiries and resolving issues professionally. (Source: SG25 US Administrative and Customer Support.docx)</li><li>Event Coordination: Assisting with the planning and execution of meetings, events, and presentations. (Source: SG25 US Administrative and Customer Support.docx)</li></ul>Industries:Administrative Assistants are in demand across various industries, including:<ul><li>Healthcare</li><li>Government</li><li>Hospitality</li><li>Technology</li><li>Educational Institutions (Source: SG25 US Administrative and Customer Support.docx)</li></ul>This role requires versatility, attention to detail, and proactive organizational skills to support efficient business operations.

Executive Assistant Are you a skilled and highly organized professional with a passion for providing top-notch support? At Robert Half, we're seeking an experienced Executive Assistant to support senior leadership and contribute to the smooth operation of a dynamic organization. If you're proactive, detail-oriented, and thrive in a fast-paced environment, this is the role for you!Key Responsibilities<ul><li>Manage executive calendars, including scheduling appointments, meetings, and travel arrangements.</li><li>Prepare reports, presentations, and correspondence on behalf of the executives.</li><li>Act as a liaison between executives and internal/external stakeholders while maintaining confidentiality.</li><li>Coordinate logistics for meetings and events, ensuring all required materials are prepared and delivered on time.</li><li>Screen and prioritize incoming communications such as emails and phone calls, responding when appropriate.</li><li>Track expenses and process invoices while managing budget-related administrative tasks.</li><li>Assist with project management, including tracking deadlines, updating records, and follow-ups.</li></ul>

Underwriting Assistant We are in search of a meticulous Administrative Assistant preferably with underwriting or financial services background to join our team situated in STOCKTON, California. This role offers a contract to permanent employment opportunity, where you will be actively involved in supporting underwriting teams with the evaluation, processing, and monitoring of applications and policies. This role demands a high level of organization and collaboration in a dynamic environment. Responsibilities:• Ensure the accurate and efficient processing of customer credit applications• Conduct thorough research and analysis to aid underwriters in risk assessment and pricing decisions• Engage in data entry of application details into underwriting systems, maintaining precise records• Collaborate with other departments to guarantee smooth administration and customer satisfaction• Keep up-to-date with industry regulations and company policies to uphold compliance and effectively support processes• Liaise with brokers, agents, or clients to clarify details or secure additional information needed for decisions• Prepare proposals and documentation for policy issuance and renewals• Follow up on customer inquiries and take the necessary steps to resolve them• Utilize Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word to manage and track customer information and schedules• Handle both inbound and outbound calls, providing exceptional customer service and responding to email correspondence.

Project Assistant Concord sub-contracting company is looking for a temporary to hire entry level project assistant. • Assist estimators with requesting quotes from suppliers and subcontractors. Includes persistence and follow up with non-responsive suppliers and subcontractors.• Receive project documents via hard copy, email, or web site (FTP or cloud) and process documents by scanning, downloading to company server, and / or printing using a plotter or printer/copier/scanner. Bind and drop off to staff.• Review and respond to emails. Expectation is that email request be taken care of same day, or by next day.• Maintain copiers and supplies in Plan room. Stock/order reproductions supplies (i.e. paper, toner, binding strips, staples, etc.). Bring in and put away supplies / paper when delivered.• Adjust or resolve paper jams, restock paper rolls in copier according to size If you are interested in this project assistant role, submit your resume today!

Executive Assistant We are offering an exciting opportunity for an Executive Assistant in the professional services industry based in Sacramento, California. As an Executive Assistant, your main focus will be to provide support to the CEO, ensuring smooth operations and efficient management of tasks. This role involves a variety of responsibilities, including the use of Concur and CRM systems. Responsibilities:• Effectively utilize Concur for various administrative tasks• Manage CRM systems to keep track of client relationships and communications• Organize and maintain the CEO's calendar, scheduling appointments and meetings as required• Assist in the preparation of reports and presentations, ensuring accuracy and timeliness• Act as the first point of contact for the CEO, handling inquiries and requests when necessary• Oversee administrative procedures and processes, initiating improvements where needed• Maintain confidential information, ensuring it is secured and properly handled• Participate in the planning and organization of company events and meetings• Support other departments with various administrative tasks as needed• Keep up-to-date with the latest trends and developments in the agriculture industry to assist in strategic planning