6 results for Virtual Assistant in Sacramento Ca

Administrative Assistant We are in the process of recruiting an Administrative Assistant for our firm in the Financial Services industry, based in Sacramento, California. In this role, you will be tasked with managing various administrative tasks such as scheduling, record maintenance, and client interaction. Responsibilities: • Facilitate the coordination and scheduling of presentations, meetings, and office visits, employing various platforms like Zoom.• Manage and update various contact records in our CRM, HubSpot, including those of clients, carriers, consultants, and administrative staff.• Troubleshoot IT issues.• Compile and prepare in-person presentations for both prospective and existing clients.• Schedule appointments for IT, maintenance, and other needs, ensuring their smooth execution.• Handle client paperwork processing, including applications and plan documents.• Record meeting minutes and keep track of action items.• Set up new client service agreements in DocuSign and prepare invoices and wire instructions.• Run monthly client reports and ensure their prompt delivery.• Prepare timelines and other relevant documents for potential client meetings.• Delegate tasks within the CRM and ensure all client records are kept current.

Administrative Assistant We are offering a contract employment opportunity for an Administrative Assistant in El Dorado Hills, California. As an Administrative Assistant, your role will involve managing the front desk, handling customer interactions, maintaining schedules for multiple professionals, and utilizing office software and machines. You will be instrumental in ensuring smooth office operations and providing excellent customer service. Responsibilities:• Handle inbound and outbound calls, providing information and assistance to clients• Ensure a welcoming environment by greeting clients as they arrive and leave• Manage multi-line phone system, ensuring effective communication• Schedule appointments and manage calendars for multiple professionals• Maintain proficiency in Microsoft Word, Excel, PowerPoint, and Outlook• Organize and file client and office documents, ensuring easy retrieval and accurate record keeping• Operate standard office machines such as fax and copier• Utilize tax return preparation software in an office setting• Respond to email correspondence promptly and professionally• Provide overall customer service, resolving inquiries and issues effectively.

Administrative Assistant We are offering a long-term contract employment opportunity for an Administrative Assistant, located in Orangevale, California. As an Administrative Assistant, you will be tasked with providing essential administrative support to our team, ensuring efficient communication and organization within the workplace. Responsibilities:• Efficiently process and handle orders.• Direct and handle incoming phone calls with professionalism.• Distribute incoming mail and coordinate outgoing customer service mail.• Maintain regular communication with both internal staff and external suppliers.• Promptly fulfill requests for labels and manage changes related to phytosanitary certificates.• Utilize office tools including Word, Excel, and Outlook to maintain records and manage data.• Provide additional administrative support as necessary.

Administrative Assistant Job Title: Seasonal Tax Office AssistantJob Description:We are seeking a detail-oriented and experienced Seasonal Tax Office Assistant to provide office support during the busy tax season. The ideal candidate will have previous office experience, comfortable with public interaction, and well-versed in Microsoft Office Suite.Responsibilities:<ol><li>Provide outstanding customer service: Professionally interact and communicate with the public in-person, over the phone and via email.</li><li>Document Management: Accurately assemble tax returns and carefully scan all supporting documentation. Maintain and organize digital and physical tax files in accordance with office procedures.</li><li>Utilize Microsoft Office Suite: Efficiently utilize Microsoft Word, Excel, PowerPoint, and Outlook for various office tasks such as data entry, email communication, schedule management, and document creation.</li><li>Assist with Tax Preparation: Support the tax preparation process under the supervision of Tax Preparers or Accountants as needed.</li><li>Office Support: Assist in everyday office tasks, including but not limited to, scheduling appointments, answering phone calls, and filing documents.</li></ol>Requirements:<ol><li>Previous office experience, preferably within a tax preparation environment.</li><li>Strong interpersonal skills for interacting with the public and other team members.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).</li><li>Excellent organizational skills, with the ability to balance multiple tasks in a fast-paced environment.</li><li>High degree of accuracy and attention to detail.</li></ol>Note: This is a seasonal position, typically required during peak tax preparation times such as January to April.

Administrative Assistant We are offering a long-term, part time, contract employment opportunity for an Administrative Assistant in Livermore, CA. In this role, you will be responsible for a variety of administrative tasks, including handling inbound telephone calls, scheduling meetings, and maintaining physical and electronic filing systems. Hours are M-Th, 9AM-2PM. Administrative Assistant Responsibilities:• Answering incoming phone calls and directing them to the appropriate person or department.• Organizing and scheduling appointments to ensure smooth operations.• Assisting in the preparation of regular reports to keep all team members updated.• Writing and distributing emails, memos, letters, faxes, and forms to facilitate communication.• Updating and maintaining office policies and procedures to ensure compliance.• Creating purchase orders and expense reports to manage office finances.• Ordering office supplies and researching new deals and suppliers to ensure the office is well-stocked.• Maintaining contact lists to ensure easy access to necessary information.• Keeping physical and electronic filing systems organized and up-to-date. If you are interested in this part time contract Administrative Assistant position, submit your resume today!

Program Associate/ Administrative Assistant The Program Associate/ Administrative Assistant will be responsible for supporting the daily operations of our organization. This includes handling office tasks, coordinating projects, and supporting employees and executives.Key responsibilities:<ol><li>Provide administrative support to the team, including scheduling meetings, preparing reports, and managing correspondence.</li><li>Coordinate logistics for programs, events, and meetings.</li><li>Maintain electronic and paper filing systems to ensure data is organized and easily accessible.</li><li>Collaborate on special projects and perform relevant research as needed.</li><li>Communicate with teams and stakeholders to ensure program objectives and tasks are being achieved.</li><li>Assist with budgeting and reporting related to program activities.</li></ol>