Administrative Assistant Job at Savvy Search Solutions, LLC, Santa Rosa, CA

SkQwelpydXhvL1RYTWp2dU1mUjVRYzZqbkE9PQ==
  • Savvy Search Solutions, LLC
  • Santa Rosa, CA

Job Description

Administrative Assistant, SF Bay Area

Bay Area | Full-time | On-site w/WFH flexibility

A respected, family-owned wealth management firm in the Bay Area is seeking a proactive and detail-oriented Administrative Assistant to join their team. This is a great opportunity for someone who loves creating exceptional client experiences and is passionate about helping others.

The ideal candidate is thoughtful, service-driven, and enjoys taking ownership of both day-to-day operations and moments that elevate the client experience.

Key Responsibilities:

  • Coordinate internal and external scheduling, including managing calendars and appointments
  • Answer and direct incoming calls with professionalism and care
  • Greet clients and visitors, ensuring a warm and welcoming experience
  • Support client engagement efforts: send birthday cards, assist with quarterly reporting, coordinate annual gifts, plan events and workshops, and contribute to social media initiatives
  • Manage general office operations including vendor coordination, ordering supplies, and maintaining conference rooms
  • Take on increasing responsibilities over time as you become more familiar with the business

Qualifications:

  • Bachelor’s degree preferred (open to non-degreed candidates with 5+ years of relevant experience)
  • 3+ years of administrative support experience, preferably within the finance, venture capital, or private equity sectors.
  • Strong attention to detail, excellent communication skills, and a team-oriented mindset
  • Experience working in a small business setting or within a mid-sized, close-knit team environment.

Compensation:

  • Competitive base salary
  • Bonus potential
  • 401(k) match

Job Tags

Full time,

Similar Jobs

SUMMIT VALLEY SERVICES LTD

Office Cleaner Job at SUMMIT VALLEY SERVICES LTD

 ...Opportunity for advancement Training & development Job description: Summit Valley Services is looking for one evening office cleaner to join our team. Our ideal candidates is attentive, motivated, and reliable. This shift will be about 8.75 hours per week. This... 

Marten Transport

Technician Job at Marten Transport

 ...Technicians Join Our Team, we provide fleet maintenance services that is hands on for Kenworth, Peterbilt, Freightliner, Detroit, & Cummins. Our mechanics/technicians value opportunities and further development that offers advancement and a career. What we can offer... 

Independent Insurance Agents of North Carolina

Personal Lines Customer Service Agent Job at Independent Insurance Agents of North Carolina

 ...Personal Lines CSA at Inspro The Personal Lines CSA at Inspro is responsible for maintaining solid customer relationships by handling...  ...Schedule Professional Development Job Stability in a growing industry Paid PTO Flexible work from home options available.... 

Pace Runners

Owner/Operator - Courier Delivery Driver Job at Pace Runners

 ...you will deliver small packages to businesses in Ft. Wayne and surrounding areas. The day routes available require a sedan, SUV, pickup truck, or cargo/sprinter van depending on the route. Drivers are assigned routes up to 6-days per week Monday-Saturday with dedicated... 

Trinity Employment Specialists

Mechanic Technician Job at Trinity Employment Specialists

 ...MECHANIC TECHNICIAN | Tulsa, OK Temp to Hire | $17-$25/hr DOE Mon-Fri 8 am 5 pm Our customer was established in 1987. They are...  ...Handle simple and complex heavy industrial equipment like forklifts, scissor lifts, basket trucks and bobcats. Comply with company...