Overview
Administrative Assistant Jobs in San Rafael, CA at ApTask
Title: Administrative Assistant
Company: ApTask
Location: San Rafael, CA
**This role will be fully on-site**
2 Rounds of Interviews: On-Site for both
Looking to fill an Administrative Assistant, partnering with a Registered Associate, to provide assistance to a VISUALLY IMPAIRED (VI) Sr. Financial Advisor & his partner.
Duties would include answering the phone, scheduling and providing translation of charts, research reports, equity analysis, etc. into a format that the system can read to the VI FA.
Supports executives and administrative staff in general office duties and defers all significant decision making to management. Requires a high level of professionalism and business etiquette. Due to the confidential and sensitive nature of information to which the Executive Assistant may be exposed, discretion is required. Position calls for initiative, independence, and compliance. Must be able to learn quickly and to engage in a number of detailed tasks at once. Must have strong flexibility in regard to the duties assigned, and the hours necessary to complete them. Factors such as a specific college degree or multilingual fluency, may be preferred. Interest in furthering career in Financial Services preferred.
