This is a part-time on-site role for an Administrative Assistant with Ronald Coleman Advisors, an independent financial services firm located in Claremont, CA.  The ideal candidate will be responsible for providing detail-oriented, highly organized administrative support and ensuring smooth daily operations within the office. 

Responsibilities  

• Greet and welcome visitors in a professional and friendly manner.
• Answer and direct incoming phone calls.
• Manage the scheduling and coordination of client meetings and appointments.
• Prepare and maintain conference spaces for client meetings.
• Assist with data entry, filing, and maintaining office records in the team CRM.
• Order office supplies, manage correspondence and coordinate office maintenance.
• Accurately complete expense reports on behalf of the financial advisor.
• Coordinate travel arrangements and accommodations to support the practice.
• Assist with branch event planning such as client seminars or appreciation events.
• Perform administrative, transactional, operational and customer support tasks. 

Requirements 

• Proven experience as an administrative assistant, receptionist, or in a similar role.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Strong attention to detail and able to prioritize tasks effectively.
• Ability to work independently and as part of a team.
• Proficiency in MS Office, CRM applications.
• Familiarity with office equipment, such as printers, scanners, and fax machines.
• Work with financial systems and tools used by the branch 

Preferred Qualifications 

• Experience in the financial services industry.
• Knowledge of office management systems and procedures.
• Familiarity with CRM software. 

Pay Range: $20-$23/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.