Administrative Assistant

The Role

We’re seeking an organized, tech-savvy Administrative Assistant to keep our operations running smoothly. You’ll support executives and client-facing teams with scheduling, documentation, client onboarding, and day-to-day office coordination.

What You’ll Do

• Calendar & Scheduling: Manage complex calendars, coordinate meetings across time zones, prepare agendas, and arrange travel and logistics.
• Client Support: Assist with onboarding tasks (forms, document collection, e-signature), track status in our CRM, and prepare meeting materials.
• Documentation & Reporting: Draft and format spreadsheets; maintain accurate digital filing and version control.
• Operations Coordination: Monitor and respond to shared inboxes, route inquiries, handle mail/shipping, and liaise with vendors.
• Expense & Record Management: Process reimbursements, reconcile receipts, and help maintain orderly records for audits and compliance.
• Meeting Execution: Set up conference/Zoom calls, take and distribute notes, and track follow-ups to completion.
• Data Entry: Enter/update client and prospect data; run simple reports and exports.
• Project Support: Assist with special projects (process documentation, event logistics, light research).

What You’ll Bring

• 1-2 years in an administrative, office coordinator, or executive support role (professional services or financial services a plus).
• Proficiency with Microsoft 365 or Google Workspace, Zoom, Slack/Teams, and basic spreadsheet skills.
• Experience with e-signature tools (DocuSign/Adobe Sign).
• Impeccable organization, attention to detail, and follow-through; able to juggle priorities and meet deadlines.
• Professional communication—clear writing, polished client etiquette, and discretion with sensitive information.
• Comfort working in a fast-paced, highly collaborative environment.

Nice to Have

• Financial services background or interest in learning the industry.

Work Environment & Benefits

• Professional development and training opportunities
• Medical, dental, vision, and 401(k)

Compensation

Range: $40,000 – $55,000 annual base

How to Apply

Send your resume and a brief note on why you’re excited about GenWealth 360 to admin@genwealth360.com with the subject line “Administrative Assistant – [Your Name]”. Portfolio or work samples (e.g., formatted docs, templates) are welcome.