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client financial executive assistant remote

Rowin Insurance

<div>We are seeking a highly organized and dependable Client Financial Executive Assistant to support our financial services team with client coordination and administrative operations. This role is ideal for individuals looking to gain experience in financial services while working in a flexible, remote environment. 
You will play a key role in ensuring smooth day-to-day support for client-related financial processes.<h3 class="jobSectionHeader">
Key Responsibilities</h3> 
<ul><li>
Assist with client financial documentation and basic reporting</li><li>
Maintain and organize client records with accuracy and confidentiality</li><li>
Support financial executives with administrative and coordination tasks</li><li>
Handle data entry, document processing, and online submissions</li><li>
Communicate professionally with internal teams and, when needed, clients</li><li>
Ensure timely completion of assigned projects and tasks</li></ul><div><h3 class="jobSectionHeader">
Qualifications</h3><ul><li>
Strong attention to detail and organizational skills</li><li>
Professional communication (written and verbal)</li><li>
Basic proficiency with computers, online tools, and data entry</li><li>
Ability to manage time effectively in a remote setting</li><li>
Prior administrative, finance, or customer support experience is a plus (not required)</li></ul><div><h3 class="jobSectionHeader">
Compensation &amp; Benefits</h3><ul><li>
Competitive project-based compensation</li><li>
Performance-based bonuses and growth incentives</li><li>
Flexible remote work environment</li><li>
Opportunity to gain experience in financial services and client management</li><li>
Potential for long-term collaboration and advancement</li></ul><div><h3 class="jobSectionHeader">
Work Environment</h3>
This is a fully remote opportunity open to candidates across the United States. You will have the flexibility to manage your own schedule while meeting project deadlines.</div></div></div></div>

Client Financial Executive Assistant (Remote)

The Law Help Center, APLC

About Us:Broadway Law is a growing, fast-paced, high-volume personal injury law firm focused on scaling, providing the absolute best possible legal representation, and client experience.Job Description:As the Chief Operating Officer (COO) of Broadway Law, your role is pivotal in steering the firm toward strategic objectives and ensuring operational excellence. Your leadership is essential in maintaining the high standards of service and professionalism our clients expect.This is a high-impact leadership role requiring a dynamic, results-driven executive who combines deep legal operations knowledge with a proven ability to leverage technology, build strong teams, and execute strategy at scale. The Chief Operating Officer will serve as the operational backbone of the firm, translating the vision of the Chief Executive Officer (CEO) into actionable, measurable outcomes.This is not a learning position &ndash; the ideal candidate has already operated in the trenches of Personal Injury and knows how to make every part of the organization run efficiently. We are looking for a high-performing Chief Operating Officer that will act as Second-in-Command to the Chief Executive Officer.Responsibilities:&middot; Acting as a senior leader providing strategic direction alongside the CEO, positioned as the second in command within the organizational hierarchy.&middot; Overseeing and Optimizing the Operating Procedures for the following departments: Administration, Operations, and Marketing, ensuring cohesive operation and alignment with the firm's goals.&middot; Clear communication and direction to management staff to ensure all departments are clear on the firm&rsquo;s strategies and goals.&middot; Developing, implementing, and overseeing operational policies and procedures that meet the unique needs of the firm.&middot; Creating and managing budgets to ensure the firm's financial health and sustainability.&middot; Managing financial operations, including bookkeeping, accounts receivable, and accounts payable, emphasizing adherence to legal industry standards.&middot; Initiating process improvements by evaluating and implementing software and tools to boost efficiency and client satisfaction.&middot; Forecasting future operational needs and strategically planning to address them.&middot; Supervising and evaluating the performance of both internal staff and external vendors to uphold the firm's high standards.&middot; Defining, implementing, and tracking Key Performance Indicators (KPIs) for all operational and departmental activities to measure efficiency, financial health, client satisfaction, and the overall success of the firm&rsquo;s strategic initiatives.&middot; This role will also involve close collaboration with the HR department to identify talent needs, optimize hiring practices, and foster a culture that attracts and retains top legal and administrative professionals.Skills &amp; Competencies&middot; Strong strategic thinking with the ability to translate high-level goals into actionable operational plans.&middot; Data-driven decision maker with strong analytical and problem-solving capabilities.&middot; Demonstrates ability to build and scale hybrid operational infrastructure in a growing organization.&middot; Extensive experience in a senior leadership role within the legal sector, ideally as a Chief Operating Officer with a minimum of 7 years of Personal Injury experience.&middot; Strong technical understanding of Filevine, Lead Docket, Ring Central, and Call Rail ready to fix technical issues and implement solutions to enhance the firms&rsquo; legal service delivery.&middot; Exceptional leadership abilities to inspire, manage, and develop high performing team across various departments.&middot; Deep knowledge and management experience with complex financial operations in the legal field.&middot; Proven track record in legal industry standards for accounting, human resources, communication, recruitment, and strategic planning.&middot; Advanced forecasting skills, foreseeing operational challenges, and planning accordingly.&middot; A history of successful supervision and enhancement of staff performance, ensuring alignment with the firm's service standards and professional excellence.Education:&middot; Bachelor&rsquo;s degree from an accredited four-year college or university in Finance, Business Administration, or related field.&middot; Master's degree (MBA or equivalent) is highly desirable.Experience:&middot; 7+ years of progressive leadership experience in a senior or executive operations role in the legal industry.&middot; Prior experience in a personal injury or plaintiff-side law firm is strongly preferred;&middot; Demonstrated success leading hybrid teams of 25+ employees across multiple departments.&middot; Proven track record of implementing operational strategies that have resulted in measurable growth and efficiency gains.Recruitment Process: To apply, please submit a compelling cover letter, and resume.Equal Employment Opportunity Statement:Broadway Law is an equal opportunity employer committed to fostering an inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local law. All qualified applicants are encouraged to applyPay: $200,000.00 - $230,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Application Question(s):<ul><li>Please provide 2-3 date and time ranges when you are available to schedule a Google Meet (Remote) Interview. </li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Personal injury law: 6 years (Required)</li></ul>Work Location: Hybrid remote in Los Angeles, CA 90012

Chief Operating Officer - Personal Injury Law Firm

Dotun Ogunyemi MD Inc.

Job Title: Executive Personal Assistant to CEO/President (Part-time, Hybrid)Summary: Provide organized, discreet, and proactive administrative and personal support to CEO/President, across roles as physician, non-profit foundation CEO, and in personal matters. Support is flexible across professional, nonprofit, academic, and personal responsibilities to optimize time, communications, and operations.Key Responsibilities:<ul><li>Calendar &amp; Scheduling: Manage and coordinate all calendars, meetings, travel, and event logistics across professional and personal commitments.</li><li>Reminders &amp; Follow‑Up: Track deadlines, action items, bills, renewals, and deliverables; ensure timely follow-through.</li><li>Communication &amp; Correspondence: Draft and manage emails, calls, and other communications; act as a professional gatekeeper.</li><li>Documentation &amp; Submissions: Prepare, review, and submit reports, applications, licensure/insurance paperwork, and other documents.</li><li>Administrative Systems: Maintain task tracking, filing, and workflows (Trello/Asana/Google Workspace); manage memberships and compliance tracking.</li><li>Accounting Support: Maintain budget spreadsheets, monitor bookkeeping and tax documents, collaborate with QuickBooks/bookkeeper.</li><li>Relationship Coordination: Manage and follow up with professional, academic, contractor, donor, and personal contacts.</li><li>Personal Assistance: Support select personal errands, appointments, and household scheduling as needed.</li></ul>Qualifications:<ul><li>Prior executive or personal assistant experience supporting senior leaders.</li><li>Strong organizational, time‑management, and written communication skills.</li><li>High discretion, professionalism, and ability to manage competing priorities.</li><li>Tech‑proficient with Google Workspace, Microsoft Office, Calendly, Trello/Asana; QuickBooks experience preferred.</li><li>Comfortable working independently and across clinical, nonprofit, and academic environments.</li></ul>Role Details:<ul><li>Job Type: Part-time</li><li>Location: Hybrid remote &mdash; Los Angeles, CA 90068</li><li>Benefits: Flexible schedule, professional development support, potential bonuses.</li></ul>To apply: Send resume and brief cover letter highlighting relevant cross‑role support experience.Pay: $23.00 - $25.00 per hourBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li><li>Professional development assistance</li></ul>Work Location: Hybrid remote in Los Angeles, CA 90068

Assistant to the CEO/President/Physicians

Bessemer Trust

<div>
 The Administrative Assistant role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer&rsquo;s ultra-high net worth clients from our Los Angeles office. The Administrative Assistant will provide seamless administrative support to the Client Advisory and Office Management Team.
 
 
 
 Responsibilities
 
 
 
 <ul>
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 Screen incoming communications and route for action and follow-up.
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 Communicate with both internal and external contacts including significant prospect and client relationships.
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 Draft and proof standard correspondence.
 </li>
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 Establish effective working relationships with colleagues and external contacts. This role may be required to provide flexible support to other Managers as required.
 </li>
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 Assist with bookkeeping and accounting for various client transactions.
 </li>
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 Comprehensive organization of meetings and luncheons as needed.
 </li>
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 Detailed calendar management and coordination of travel arrangements.
 </li>
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 Prepare and submit expense reports in a timely manner.
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 Welcome and assist guests visiting the office.
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 Provide general support to the Office Manager as needed.
 
 
 </li>
 </ul>
 
 Client Service
 
 
 
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 Handle routine communication with clients and their advisors via telephone, email, and fax.
 </li>
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 Document written and verbal client interactions in Salesforce.
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 Prepare charts, spreadsheets, and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
 </li>
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 File correspondence and other documents in internal databases.
 </li>
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 Provide general support to the Client Advisory Team as needed.
 
 
 </li>
 </ul>
 
 Account Administration
 
 
 
 <ul>
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 Collaborate with the Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer.
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 Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies.
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 Process client remittances and bill payments
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
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 Bachelor&rsquo;s Degree Preferred
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 Excellent oral and written communication skills
 </li>
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 Adaptable and versatile skill set
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 Strong attention to detail
 </li>
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 Experience with Salesforce is a plus
 </li>
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 Experience with Microsoft Office Suite (Word, Excel, PowerPoint, outlook) is preferred.
 </li>
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 Thoughtful interpersonal skills and comfort working within a team
 
 
 </li>
 </ul>
 The base salary range for this position is $70,000.00 - $90,000.00 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
 
 
 
 About Bessemer Trust
 
 
 
 <ul>
 <li>
 Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
 </li>
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 Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
 </li>
 <li>
 Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
 
 
 </li>
 </ul>
 
 Key Facts
 
 
 
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 For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
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 Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
 </li>
 <li>
 To watch a video about Bessemer Trust&rsquo;s history, click here.
 </li>
 <li>
 To learn more about Bessemer Trust, click here.
 
 
 </li>
 </ul>
 
 About Our Employee Rewards And Benefits
 
 
 
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 We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
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 Competitive base salary plus discretionary annual bonus for select positions
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 A 401(k) plan with a generous annual profit-sharing contribution
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 Personalized development and career opportunities, including tuition reimbursement support
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 Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
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 Employee assistance (EAP) and wellness programs
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 Hybrid work environment: 60% in office, 40% remote for most positions
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 Paid time off and paid parental leave
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 Employer-paid life insurance and short- and long-term disability coverage
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 Legal services and financial wellness plans at no cost to employees
 
 
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 </ul>
 
 Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
 
</div>

Administrative Assistant

Careers In Travel | Destination Planners

<div>
 
 Position Overview
 
 
 
 We are seeking organized and service-driven individuals to join our team as a Travel Reservations Assistant. This fully remote role supports clients with coordinating travel arrangements, confirming reservations, and ensuring accurate itinerary details.
 
 
 No prior travel industry experience is required. A structured training program and ongoing support are provided to help you succeed in this role.
 
 
 
 Key Responsibilities
 
 
 
 Assist with booking and confirming flights, hotels, cruises, and vacation packages
 
 
 Support clients by answering travel-related questions and providing reservation updates
 
 
 Review booking details for accuracy, including dates, traveler information, and payment timelines
 
 
 Maintain organized client records and documentation
 
 
 Communicate professionally via phone, email, and messaging platforms
 
 
 Provide follow-up assistance prior to departure and after travel completion
 
 
 
 Qualifications
 
 
 
 Strong attention to detail and organizational skills
 
 
 Clear and professional communication abilities
 
 
 Comfortable navigating online systems and reservation platforms
 
 
 Ability to manage tasks independently in a remote environment
 
 
 Customer service or administrative experience is helpful but not required
 
 
 
 What We Provide
 
 
 
 Comprehensive onboarding and step-by-step training
 
 
 Access to established booking systems and supplier tools
 
 
 Flexible remote work environment
 
 
 Supportive team structure and collaboration
 
 
 
 Ideal Candidate
 
 
 
 This role is ideal for individuals entering the travel industry, career changers seeking a remote opportunity, or professionals who enjoy structured work supporting client experiences.
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

Online | Travel Reservations Assistant – Training Provided

Ultimate Staffing

<div>
 
 Established organization is hiring for an Executive Assistant on a temporary basis. The pay ranges from $28-32/hr. DOE.
 
 
 
 Responsibilities:
 
 
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 Provide high-level administrative support to executives and the Board of Directors
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 Coordinate board and executive meetings, including agendas, materials, minutes, and follow-ups
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 Manage complex calendars, travel arrangements, and executive communications
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 Serve as a liaison between board members, executives, and internal stakeholders
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 Handle confidential information with discretion and professionalism
 </li>
 </ul>
 
 
 Qualifications:
 
 
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 Proven experience supporting both executive leadership and a Board of Directors
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 Strong organizational, communication, and time-management skills
 </li>
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 Ability to manage competing priorities and work independently
 
 </li>
 </ul>
 
 
 All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
 
 
</div>

Executive Administrative Assistant

The Wonderful Company

<div>
 
 Company Description
 
 
 
 You may know us as FIJI Water, POM Wonderful, Justin Wine, Teleflora and Halos Citrus, but we&rsquo;re all Wonderful &ndash; and we have a great opportunity for an Administrative Assistant. We&rsquo;re looking to make the world a healthier place through an uncompromising commitment to the well-being of our employees and their families. We foster a collaborative workforce that encourages an entrepreneurial spirit and openness to change.
 
 
 The
 
 Administrative Assistant
 
 is a key contributor to the Human Resources team, providing seamless administrative support and ensuring uninterrupted coverage for the President, Senior Vice Presidents, and Executives of The Wonderful Company. This role requires a highly organized, professional, and resourceful individual who excels at managing diverse administrative and office management tasks while maintaining discretion and efficiency. The Administrative Assistant interacts extensively with company leadership, supporting strategic initiatives and contributing to a smooth, high-functioning executive environment. This position reports to the Sr. Director, Human Resources.
 
 
 This position will be based at our West Los Angeles, CA office. We work a hybrid schedule with an in-office requirement Monday-Wednesday and the option to work remotely on Thursday and Friday.
 
 
 
 Job Description
 
 
 
 <ul>
 <li>
 Provide essential coverage for Executive Assistants while they are out of the office or require additional support and coverage for receptionists on breaks and vacations.
 </li>
 <li>
 Utilize excellent organizational skills to maintain complex calendar management including meeting scheduling, travel arrangements, accommodations and other transportation plans.
 </li>
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 Demonstrate flexibility and adaptability by supporting a variety of projects and adjusting schedules as needed to meet evolving business and executive needs.
 </li>
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 Collaborate across teams to enhance office efficiency, communication, and overall workplace experience.
 </li>
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 Proactively manage and coordinate all executive floor requirements, from food stock to office essentials, ensuring leaders have everything needed for smooth operations and meetings.
 </li>
 <li>
 Coordinate and place building-wide grocery and snack orders in accordance with The Wonderful Company&rsquo;s snack program, ensuring consistent stock levels.
 </li>
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 Ensure conference rooms are well-maintained and available for use.
 </li>
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 Coordinate and manage the new employee headshot program, ensuring timely scheduling, professional photography, and seamless integration into company records.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Minimum of 1 year of experience (internships applicable), with experience supporting Executives and participating in office management
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 Four-year degree in Communications, Business Administrator, or a related field preferred
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 Strong knowledge of Microsoft Office products with the ability to format presentations and develop basic reports.
 </li>
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 Proven ability to exhibit poise and confidence while aiding in a variety of functions.
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 Possess high level of organization, attention to detail and discretion with a high sense of urgency.
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 Ability to handle matters of confidentiality with utmost tact and diplomacy.
 
 
 </li>
 </ul>
 Pay Range: $28.00 - $29.00 hour. Final compensation will be dependent upon skills &amp; experience.
 
 
 
 Additional Information
 
 
 
 <ul>
 <li>
 Thriving Wellness Community: Access to top-notch medical coverage comprehensive vision and dental plans, and a 401k with match eligibility to secure your financial future and including:
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 24/7 online physician consultations
 </li>
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 virtual mental health resources
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 life coaching
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 engaging employee community groups
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 cash rewards for healthy habits and fitness reimbursements
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 library of on-demand fitness videos
 </li>
 </ul>
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 Career Advancement Opportunities: Unlock your potential with clear paths for career progression and internal mobility across our diverse family of brands and business units.
 </li>
 <li>
 Focused Learning and Development: Grow as a leader with our dedicated Learning and Organizational Development department, offering extensive resources like People Manager and leadership training, webinars, and eLearning courses.
 </li>
 <li>
 Empowering Mentorship Program: Connect with colleagues through our company-wide mentorship program to share goals, overcome challenges, and drive your career forward.
 </li>
 <li>
 Continuous Improvement Training: Participate in training that empowers all employees to learn and implement concepts that drive significant, positive change in the workplace.
 </li>
 <li>
 Building a Healthy Society: To date, our co-Founders Lynda and Stewart Resnick, through their foundations and The Wonderful Company, have invested more than $2.5 billion in education, health and wellness, community development, and sustainability initiatives across California&rsquo;s Central Valley, Fiji, and the world. In 2025, Wonderful ranked as #1 in PEOPLE&rsquo;s &ldquo;100 Companies That Care&rdquo; list and was named one of Fortune magazine&rsquo;s 100 Best Companies to Work For. To learn more about our corporate social responsibility efforts, visit csr.wonderful.com.
 </li>
 <li>
 Giving Back to the Community: Make a difference with Wonderful Giving, allowing you to allocate company-provided funds to up to three charities of your choice, and join Wonderful Neighbor to contribute to group service projects within our local communities.
 
 
 </li>
 </ul>
 Headquartered in Los Angeles, The Wonderful Company is a privately held $6 billion company dedicated to harvesting health around the world through its iconic consumer brands. The company&rsquo;s 10,000 employees worldwide are committed to bringing consumers everywhere the freshest, most wholesome pistachios, citrus and pomegranates; bottling the finest water and wines; and creating colorful bouquets that are sure to touch the heart. This commitment is reflected in the company&rsquo;s market share: Wonderful Pistachios&reg; is America&rsquo;s No. 1 tree nut and America&rsquo;s fastest-growing snack; Wonderful&reg; Halos&reg; is the No. 1 mandarin orange in America; POM Wonderful&reg; is the No. 1 100% pomegranate brand in America; FIJI&reg; Water is America&rsquo;s No. 1 premium imported bottled water brand; JUSTIN&reg; Wine has the No. 1 Cabernet Sauvignon in California; and Teleflora&reg; is the world&rsquo;s leading floral delivery service.
 
 
 The Wonderful Company&rsquo;s connection to consumers has health at its heart and giving back at its core. The company has a long-standing commitment to corporate social responsibility, including more than $1 billion invested in environmental sustainability; $65 million in charitable giving, education initiatives, and innovative health and wellness programs each year; and $143 million toward the construction of two charter school campuses in California&rsquo;s Central Valley. To view the current Corporate Social Responsibility report, visit www.wonderful.com/csr.
 
 
 To learn more about The Wonderful Company, its products and its core values, visit www.wonderful.com, or follow us on Facebook, Twitter and Instagram.
 
 
 The Wonderful Company is an Equality Opportunity Employer that provides opportunities for advancement. We are committed to creating a diverse workforce that embodies a deep culture of acceptance, equity, and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories.
 
 
 EEO is the law - click here for more information
 
 
</div>

Administrative Assistant, Floater Support

Explore 156+ Client financial executive assistant remote in Los Angeles this April. Find roles across top companies and apply now to boost your career.