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WORLD SYSTEM BUILDER logoWORLD SYSTEM BUILDER

Administrative Assistant

San Jose, California, United States · On-site

$60k–$74k/yr

Mid level

Why Choose WSB? World System Builder (WSB) staff are committed to supporting financial services associates who strive to bring financial education to individuals and families throughout North America. WSB offers a compet…

Skills: Office Administration, Calendar Management, Travel Coordination, Microsoft Office Suite, Google Workspace

WORLD SYSTEM BUILDER logo

Administrative Assistant

WORLD SYSTEM BUILDER

San Jose, California, United States • On-site

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Mid level

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  • $60k–$74k/yr
  • Full-time
  • high school, bachelor degree
  • Medical, Dental, Vision, 401(k), PTO, Sick time
  • Posted 21d ago
  • ~40 hrs/week

Responsibilities

The role focuses on office administration, including front desk management, executive scheduling, and travel coordination. Responsibilities also include preparing professional documentation, managing filing systems, and supporting the Sr. Executive Assistant.

Requirements

Candidates should have a high school diploma (Bachelor's preferred) and at least 2 years of administrative experience. Proficiency in Microsoft Office, Google Workspace, and Zoom is required, along with strong communication skills and the ability to handle confidential information.

Full job description

Why Choose WSB?

World System Builder (WSB) staff are committed to supporting financial services associates who strive to bring financial education to individuals and families throughout North America. WSB offers a competitive, exciting and friendly work environment that positions our employees for longevity and success. Our team-oriented culture fosters an environment that empowers our people to make a positive impact in people’s lives.

We are the perfect fit if you:

  • are seeking a progressive work environment at a growing organization
  • have a desire to help others through financial and business education
  • are focused on learning and development to enhance your industry knowledge and expertise
  • are a self-starter willing to invest time and energy to learn the various aspects of our business
  • believe in integrity and building success by developing relationships with others

Reporting to the Sr. Executive Assistant, this role will focus on office administration and overall support of the inner workings of our office. You will perform clerical tasks, prepare correspondence and be proficient in productivity suites like Microsoft Office and Google Workspace, as well as video conferencing tools. This is a fantastic opportunity to grow your career in a fun, professional and growing organization.

Administrative Assistant Responsibilities:

  • Communication & Front Desk: Answer and direct phone calls, greet visitors, and handle incoming/outgoing mail and deliveries. Compose professional correspondences internally and externally.
  • Scheduling & Travel: Manage executive and team calendars, schedule appointments, coordinate meetings, and book travel arrangements.
  • Documentation & Reporting: Prepare presentations, draft and edit memos, reports, and emails; prepare meeting agendas; and take detailed meeting minutes.
  • Office Organization: Maintain both digital and physical filing systems, ensuring files are accurate and confidential.
  • Productivity: Manage multiple projects simultaneously and effectively.
  • Initiative: Willingness to take ownership of projects. Ability to represent WSB in a positive and professional manner.
  • Other tasks as assigned by the Sr. Executive Assistant.

Administrative Assistant Requirements:

  • Education: High School Diploma or equivalent, Bachelor’s Degree Preferred
  • 2+ years administrative experience
  • Tool Proficiency: Microsoft Office Suite, Google Workspace and ZOOM
  • Organization & Detail-Oriented: Ability to prioritize tasks, manage time efficiently, be punctual and demonstrate reliability.
  • Communication: Excellent verbal and written communication skills with all levels of the organization; a patient, professional, and positive demeanor.
  • Discretion: Ability to handle sensitive and confidential company or client information.
  • Flexibility: Ability to work non-traditional office hours in support of events, as needed.
  • Ability to travel, both locally and internationally

Salary Range:$60,000-$74,000 annually + bonus plan

Our Benefits:

We offer competitive benefits, including medical, dental, vision, 401(k), PTO, sick time and 11 holidays.

Ready for your next opportunity? Join our family-owned business and grow your career in a supportive, fast-paced environment where you can thrive.

WSB values diversity in our workplace. Our company provides equal opportunity for employment to qualified applicants based on experience and the ability to do the available work, without regard to race, religion, color, age, sex/gender, sexual orientation, national origin, gender identity, disability, marital status, veteran status, genetic information, ancestry, or any other status protected by law. We are committed to compliance with all fair employment practices regarding citizenship and immigration status.

WSB reserves the right to change or modify the employee’s job description whether orally or in writing, at any time during the employment relationship. WSB may require an employee to perform duties outside their normal description.

Related keywords

Administrative AssistantMicrosoft OfficeGoogle WorkspaceZoomFinancial ServicesOffice ManagementExecutive SupportClerical TasksCalendar ManagementTravel ArrangementsMeeting AgendasDigital FilingProfessional CorrespondenceConfidentialityProject Management

About WORLD SYSTEM BUILDER

LinkedInVisit site
Industry
Financial Services
Company size
5,001-10,000 employees
Headquarters
Alviso, California
LinkedIn followers
4,578

World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a reliable, build-able system. We want to bring Wall Street to Main Street, and vice versa. We uphold the professionalism of a proper institution without the confusing and complex jargon. We also remember where we came from, keeping the authenticity and excitement of a grass-roots movement. We are a community of people who care and have a heart to help. We’re building a new industry and ready to change the world. -World System Builder

Offices: 2099 Gold Street, Alviso, California 95002, US

Financial Literacy and Financial Education
View all jobs at WORLD SYSTEM BUILDER

About WORLD SYSTEM BUILDER

LinkedInVisit site
Industry
Financial Services
Company size
5,001-10,000 employees
Headquarters
Alviso, California
LinkedIn followers
4,578

World System Builder is a community of financial professionals on a mission to deliver the best financial education and revolutionize the financial service industry through a reliable, build-able system. We want to bring Wall Street to Main Street, and vice versa. We uphold the professionalism of a proper institution without the confusing and complex jargon. We also remember where we came from, keeping the authenticity and excitement of a grass-roots movement. We are a community of people who care and have a heart to help. We’re building a new industry and ready to change the world. -World System Builder

Offices: 2099 Gold Street, Alviso, California 95002, US

Financial Literacy and Financial Education
View all jobs at WORLD SYSTEM BUILDER

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