Job Description
We are looking for a dependable Administrative Assistant to support daily operations in Sunnyvale, California. This Long-term Contract position will contribute to both support and account-related functions, requiring strong organization, sound judgment, and a service-focused approach. The ideal candidate brings experience handling account documentation and maintenance tasks in a financial services environment while managing multiple priorities with accuracy and professionalism.
Responsibilities:
• Provide administrative support across morning and afternoon assignments, helping maintain smooth workflow between support services and account-related operations.
• Assist with opening new accounts and processing account maintenance activities while following established banking or financial service procedures.
• Review forms, records, and account documentation for completeness and accuracy before submission or follow-up.
• Respond to internal and customer-related inquiries with professionalism, clear communication, and a strong commitment to service.
• Prepare, update, and organize spreadsheets, correspondence, presentations, and routine reports using Microsoft Office applications.
• Track deadlines, manage competing requests, and prioritize daily tasks to ensure timely completion of assigned work.
• Collaborate with team members across departments to support operational goals in a fast-paced environment.
• Identify issues, research appropriate next steps, and help resolve routine administrative and account-related problems efficiently.• At least 2 years of recent experience supporting new account setup, account updates, and related administrative processes.
• Minimum of 1 year of experience within a financial institution or similar regulated financial services setting.
• Bachelor’s degree in Business Administration, Accounting, Finance, or a comparable combination of education and practical experience.
• Strong verbal and written communication skills with the ability to interact effectively with colleagues and customers.
• Proficiency in Microsoft Excel, Outlook, PowerPoint, Teams, and Word.
• Demonstrated attention to detail, accuracy, and organizational skills when handling multiple priorities and deadlines.
• Ability to work independently with limited supervision while also contributing effectively in a collaborative team environment.
• Strong customer service and problem-solving skills in a high-volume, fast-moving workplace.
