Administrative Assistant

$47,237 - $55,474/Yr

Caruthers Tax and Financial Solutions - Carlsbad, CA

Part-time,Full-time - Entry Level

Carlsbad, CA

About the position

The Administrative Assistant role is designed for a detail-oriented and motivated individual who will support the operations of a fast-paced tax and financial advising firm. This position involves a variety of responsibilities aimed at ensuring smooth operations and enhancing client engagement, with opportunities for professional growth and performance-based compensation.

Responsibilities

• Respond to social media comments and direct messages, and manage light hosting duties on Instagram, X, and YouTube.
• Complete investment account and life insurance documentation, mail out client policies, and handle insurance company correspondence.
• Review and respond to the inbox of the management team, manage incoming phone calls, and handle direct client follow-ups.
• Organize and schedule client appreciation events, ensuring that each event is memorable and smooth.
• Load new clients into financial and/or tax software, gather financial information, and manage records for ongoing client relationships.
• Use personal vehicle for small errands, such as mailing documents or visiting the post office, with reimbursement provided.
• Gather and organize client information, support detailed client tracking efforts, and keep track of client tasks to update management.

Requirements

• Proficient with basic office software (Microsoft Office, Zoom, Outlook).
• Highly organized with strong attention to detail.
• Ability to learn and pick up new software quickly.
• 2 years of customer service experience.

Nice-to-haves

• Experience with QuickBooks.
• Bilingual in Spanish.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid time off
• Professional development assistance
• Vision insurance