Administrative Assistant Job at Cash Flow Project | CFP, Costa Mesa, CA

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  • Cash Flow Project | CFP
  • Costa Mesa, CA

Job Description

The ideal candidate will be responsible for assisting the CEO with structuring an efficient workflow for our organization. In this position, you should feel comfortable coordinating calendar appointments, using CRM's such as Slack & Monday, managing communications between vendors and clients, and being a self-starter/pro-active, as necessary. 

 

Responsibilities:

  1. Calendar Management: Coordinate and manage schedule, including meetings, appointments, and travel arrangements.
  2. Communication: Serve as the primary point of contact between the executive and team members, ensuring effective communication and follow-up.
  3. Vendor & Client Accounts: Ensure accurate record-keeping and timely communication.
  4. Documentation and Record Keeping: Prepare and maintain documentation, reports, and records as needed.
  5. Project Support: Assist in the execution of special projects, initiatives, and events as required.
  6. Administrative Support: Handle administrative tasks such as screening calls, managing emails, and drafting correspondence.

Qualifications:

  1. Minimum 2+ years experience as an Executive Assistant, Account Management, or similar role.
  2. Exceptional organizational and time-management skills.
  3. Strong written and verbal communication skills.
  4. Proficient in Google Suite, Slack, Monday, and/or other relevant software.
  5. Ability to handle sensitive information with confidentiality.
  6. High level of professionalism and attention to detail.
  7. Flexibility and adaptability to handle changing priorities.

Benefits

  1. $20-$25/hour (pay varies based on experience and results)
  2. Collaborative and fast paced work environment
  3. Learn valuable skills for your own personal growth
  4. Learn how to invest in real estate properties
  5. Surrounded by like-minded entrepreneurs (great networking opportunity)

Job Tags

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