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Administrative Assistant

GENWEALTH 360 INC

Long Beach, CA

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JOB DETAILS
SALARY
$40,000–$55,000 Per Year
SKILLS
Administrative Skills, Adobe Product Family, Calendar Management, Communication Skills, Conference Management, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Data Entry, Dental Insurance, Detail Oriented, Documentation, Executive Assistant Skills , Expense Management, Financial Services, Follow Through, Health Insurance, Logistics, Microsoft Product Family, Multitasking, Onboarding, Organizational Skills, Plan Meetings, Professional Services, Project Tracking, Record Keeping, Reimbursement, Slack, Source Code/Configuration Management (SCM), Spreadsheets, Team Player, Time Management, Training/Teaching, Travel Planning, Vision Plan
LOCATION
Long Beach, CA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Company parties
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Administrative Assistant — Genwealth 360

Location: Long Beach, California — [On-site]
Employment Type: Full-time
Salary: $40,000
Benefits: Medical, dental, vision, and 401(k)


About Genwealth 360


GenWealth 360 helps clients navigate their financial lives with clarity and confidence. We’re a collaborative, fast-moving team that values professionalism, accuracy, and great client experiences.


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.

About the Company

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GENWEALTH 360 INC

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