Administrative Assistant

San Mateo, California

Tandym Group
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A financial services firm in California is currently seeking a versatile and hardworking professional to join their growing team as an Administrative Assistant. In this role, the Administrative Assistant will be responsible for providing high quality office support to Portfolio Management, such as Senior VP's, Portfolio Managers, and Research Analysts.

About the Opportunity:

  • Schedule: Monday to Friday
  • Hours: 6:30am to 3pm or 7am to 3:30pm
  • Setting: Onsite

Responsibilities:

  • Assist with event /project planning and coordination
  • Answer phone calls from your support team, colleagues, outside sales, etc.
  • Manage incoming and outgoing mail, packages, and deliveries
  • Schedule and coordinate meetings, conferences, events for multiple staff members.
  • Maintain office supply inventory and order when necessary
  • Assist with monthly / quarterly reports
  • Help occasionally with yearly projects, such as on-campus recruiting
  • Assist with New Hire set-up
  • Perform other duties, as needed

Qualifications:

  • 2+ years of Corporate Administrative experience
  • Computer savvy
  • Microsoft Office (Excel, Outlook, Word, etc.)
  • Solid problem solving and time management skills
  • Exceptional phone etiquette
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized

Desired Skills:

  • Experience in an Admin Group setting
  • Previous experience in a Financial Services setting
  • Working knowledge of SharePoint
  • Experience with Audio/Visual equipment
Date Posted: 11 May 2025
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