Administrative Assistant

Company DescriptionSolera Asset Managers and Insurance Agency is a boutique risk management-focused firm dedicated to reducing the possibility of catastrophic losses while prioritizing portfolio growth. By employing a diversified strategy of risk allocation through Fractionally Blending methodologies, Solera seeks to manage accounts effectively in modern financial markets. The firm's goal is to minimize risks during market downturns and optimize financial outcomes over time. Solera collaborates with Sowell Management, a Registered Investment Advisor, and values accurate, reliable information to guide sound investment decision-making.Role DescriptionSolera Asset Managers and Insurance Agency is seeking a full-time Administrative Assistant to join our team on-site at our Granite Bay, CA office. This role involves managing day-to-day administrative tasks, supporting executive team members, handling clerical responsibilities, and maintaining professional communication. Key tasks include scheduling meetings, handling the adviser's calendar and correspondence, organizing documents, and providing exceptional administrative support to ensure smooth office operations.QualificationsGood Culture fit, being a great Team playerProficiency in Administrative Assistance and Executive Administrative Assistance, supporting executives and managing workflow efficiently.Strong Communication and Phone Etiquette skills to facilitate professional interactions with internal and external stakeholders.Demonstrated Clerical Skills, including document organization, filing, and maintaining records accurately.Proficiency in using standard office software such as Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).Strong interpersonal skills and the ability to work collaboratively in a team-oriented environment.Excellent time management skills and the ability to multitask while meeting deadlines.High school diploma or equivalent; additional certification or a Bachelor’s degree in a relevant field is a plus.