Administrative Assistant

TruCapital Partners Published: June 6, 2019
San Diego, CA
Job Type


The Administrative Assistant position will help in performing daily branch office operations in support of sales associates, management and branch administrative staff. May provide work direction for clerical staff and coordinate daily general office activities.

Will need to answer switchboard, greet visitors, schedule appointments and assist with client communications. The position requires the maintenance of files to ensure all changes generated are posted with copies and data entry provided to/for other entities, as needed. Train new sales agents on office equipment and computer programs. Act as a liaison between sales associates and office management.

The assistant will need to assemble buyers and sellers guides. Set up and update client and customer sphere of influence databases; create farming database for sales associates, as assigned. They may process license application paperwork for new, renewing and transferred sales associate and perform any additional responsibilities as requested or assigned.

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