9 results for Executive Assistant in Woodlands, 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 seeking an Administrative Assistant located in Napa, California. This role is crucial for the seamless functioning of our organization, involving a wide array of administrative tasks, meeting coordination, and front desk support. This opportunity offers a contract to permanent employment arrangement. Responsibilities: • Coordinating a variety of administrative tasks to ensure an effective workflow, including managing schedules and communications. • Providing front desk support, including greeting and directing visitors, managing incoming and outgoing mail, and fielding phone calls and inquiries. • Executing comprehensive meeting coordination, from scheduling and agenda preparation, to room and technology setup, to catering and event setup, and on-site coordination and cleanup. • Assisting with additional tasks as directed by leadership. • Collaborating with various departments to ensure smooth communication and coordination between teams. • Handling data entry and email correspondence. • Utilizing Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, for various administrative tasks. • Managing inbound and outbound calls and scheduling appointments. • Providing exceptional customer service.

Administrative Assistant We are seeking a detail-oriented and organized Part-Time Administrative Assistant to join our team. The ideal candidate will provide administrative support to ensure efficient operation of the office.Responsibilities:<ul><li>Perform general administrative tasks such as filing, data entry, and managing correspondence</li><li>Answer and direct phone calls, emails, and other inquiries</li><li>Schedule appointments and maintain calendars</li><li>Assist in preparing reports, documents, and presentations</li><li>Maintain office supplies and equipment, placing orders as needed</li><li>Provide support for special projects as assigned</li></ul>Qualifications:<ul><li>Proven administrative or assistant experience</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook)</li><li>Excellent time management and organizational skills</li><li>Strong written and verbal communication skills</li><li>Ability to multitask and prioritize effectively</li><li>High school diploma or equivalent required; additional qualifications a plus</li><li>Experience at a tax firm preferred</li></ul>

Office Manager Job OverviewWe are seeking a highly organized, proactive, and detail-oriented Office Manager to support our executive team and ensure the smooth operation of our office. The primary responsibility of this role is to provide comprehensive administrative support to two Executive Vice Presidents (VPs), including scheduling, calendar management, and travel coordination. The Office Manager will also oversee general office operations and be prepared to travel with the team as required. This role requires excellent communication skills, the ability to multitask, and a professional demeanor in a fast-paced environment.Key Responsibilities<ul><li>Executive Support for VPs:</li><li>Manage and maintain the schedules of two Executive Vice Presidents, ensuring efficient use of their time.</li><li>Schedule and coordinate meetings, lunches, and other engagements for the VPs, including securing venues, catering, and necessary materials.</li><li>Act as the primary point of contact for internal and external stakeholders scheduling with the VPs.</li><li>Calendar and Travel Management:</li><li>Oversee and manage complex calendars, resolving scheduling conflicts and prioritizing commitments.</li><li>Arrange domestic and international travel for the VPs and the broader team, including booking flights, hotels, ground transportation, and creating detailed itineraries.</li><li>Ensure all travel arrangements align with company policies and the preferences of the VPs.</li><li>Be prepared to travel with the team as needed to provide on-site support during trips.</li><li>Office Management:</li><li>Oversee daily office operations, ensuring a productive and organized work environment.</li><li>Manage office supplies, equipment, and vendor relationships, ensuring the office is well-stocked and functional.</li><li>Coordinate with building management for maintenance, repairs, and other facility-related needs.</li><li>Handle incoming and outgoing correspondence, including emails, phone calls, and mail distribution.</li><li>Assist with onboarding new employees, including setting up workstations and providing office orientation.</li><li>Additional Duties:</li><li>Support the planning and execution of team events, offsites, and other company activities.</li><li>Maintain confidentiality of sensitive information related to the VPs and the organization.</li><li>Perform ad-hoc administrative tasks as needed to support the team and ensure operational efficiency.</li></ul>

Estate Planning Secretary Our client, a well-respected firm in downtown Sacramento is looking for an Estate Planning Secretary. This is a vital role in managing administrative and clerical duties related to estate planning. The workplace is a dynamic and fast-paced environment where you will be handling client relations, managing schedules, and drafting important documents. Responsibilities: • Manage and process incoming and outgoing mail efficiently• Handle phone calls for attorneys, ensuring effective communication• Draft routine documents and correspondence for attorney approval• Organize and schedule appointments and events to ensure smooth operations• Welcome and assist clients, providing a detail-oriented and friendly service• Maintain electronic calendars for attorneys, ensuring schedules are up-to-date• Oversee new client onboarding, ensuring all procedures are correctly followed• Draft and prepare firm engagement letters, ensuring all necessary details are included• Create and maintain files, keeping accurate records, and generate reports as requested• Provide coverage for additional attorneys as required, demonstrating flexibility and teamwork

Corporate Legal Secretary Our client, a well-respected firm in downtown Sacramento is looking for a Corporate Legal Secretary. They are onsite 5 days/week, collegial work environment, and competitive compensation. Responsibilities· Performs secretarial and clerical duties.· Processes mail daily. · Handles phone calls for attorneys and paralegals.· Responds to and generates email messages.· Transcription from dictation and voicemail.· Drafts routine correspondence and documents on own initiative for approval by attorneys.· Schedules appointments and other events.· Receives clients arriving for appointments (including beverages).· Maintains electronic calendar for attorneys and self.· Enters attorneys’ time electronically.· Makes travel arrangements, hotel reservations and continuing education registrations for attorneys.· Familiarity with law libraries.· Familiarity with Courts, Secretary of State and County Recorder filing procedures and requirements.· Familiarity with Internet usage.· Performs conflicts checks for potential new clients and existing clients.· Perfects documents for filing with various administrative agencies; files such documents and follow through as necessary.· Prepares and edits complex Word and Excel documents, including preparation of indices and tables of contents.· Opens New Client / Matters in accordance with firm procedure.· Creates and maintains files, keeps records and prepares reports as requested.· Performs other duties as required.

Corporate Legal Secretary Our client, a well-respected firm in Sacramento is looking for a transactional secretary. Responsibilities <ul><li>Performs secretarial and clerical duties. </li><li>Processes mail daily. </li><li>Handles phone calls for attorneys and paralegals. </li><li>Responds to and generates email messages. </li><li>Transcription from dictation and voicemail. </li><li>Drafts routine correspondence and documents on own initiative for approval by attorneys. </li><li>Schedules appointments and other events. </li><li>Receives clients arriving for appointments (including beverages). </li><li>Maintains electronic calendar for attorneys and self. </li><li>Enters attorneys’ time electronically. </li><li>Makes travel arrangements, hotel reservations and continuing education registrations for attorneys. </li><li>Familiarity with law libraries. </li><li>Familiarity with Courts, Secretary of State and County Recorder filing procedures and requirements. </li><li>Familiarity with Internet usage.  Performs conflicts checks for potential new clients and existing clients. </li><li>Perfects documents for filing with various administrative agencies; files such documents and follow through as necessary. </li><li>Prepares and edits complex Word and Excel documents, including preparation of indices and tables of contents. </li><li>Opens New Client / Matters in accordance with firm procedure. </li><li>Creates and maintains files, keeps records and prepares reports as requested. </li><li>Performs other duties as required </li></ul>

Legal Assistant/Jr. Paralegal Are you a detail-oriented and passionate legal assistant or junior paralegal looking to make an impact in the public sector? We are supporting a well-known entity in Sacramento that represents first responders, and they are seeking a legal professional to join their team on a contract basis. This is a fantastic opportunity to gain valuable experience in the public sector, working on meaningful cases. Labor union experience is ideal, but candidates with employment law backgrounds are highly encouraged to apply! If you’re ready to enhance your career by supporting the heroic first responders in our community, this role is perfect for you. Key Responsibilities:As a Legal Assistant / Junior Paralegal in this role, you will:<ul><li>Assist attorneys with public safety officer benefits (PSOB) filings.</li><li>Prepare, edit, and file legal documents, ensuring compliance with relevant procedures and timelines.</li><li>Support case management, including organizing case files, drafting correspondence, and maintaining legal calendaring systems.</li><li>Conduct focused legal research related to labor, employment, and union law issues.</li><li>Communicate with clients, representing firefighters, as well as other entities, with professionalism and confidentiality.</li><li>Perform additional administrative and paralegal support tasks as needed.</li></ul>

Tax Secretary Our client, a well respected firm in downtown Sacramento, is seeking a Tax Secretary to join the team. The ideal candidate will provide administrative and clerical support to tax attorneys. This role requires strong multitasking skills, proficiency in legal and tax-related documentation, and the ability to maintain confidentiality.Key Responsibilities:Document Preparation & Filing• Drafting, proofreading, and formatting legal documents, including tax filings, petitions, and memoranda.• Filing legal documents with courts, tax authorities, and government agencies.• Assisting with tax return preparation, extensions, and other tax-related filings.Administrative Support• Managing attorney calendars, scheduling meetings, and tracking important tax deadlines.• Organizing and maintaining client files, both digital and physical.• Handling client correspondence, phone calls, and emails in a professional manner.• Coordinating travel arrangements and meeting logistics for attorneys.Billing & Financial Tracking• Assisting with client billing, expense tracking, and invoicing.• Preparing reports related to tax cases and financial matters.Legal Research & Compliance• Conducting basic legal research on tax laws, regulations, and case precedents.• Ensuring compliance with federal, state, and local tax regulations.Client Communication• Acting as a point of contact between attorneys, clients, and government agencies such as the IRS, California Franchise Tax Board (FTB), and the State Board of Equalization (BOE).