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3 results for File Clerk in Sacramento, CA

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We are looking for a dedicated General Office Clerk to join our team in Carmichael, California. This is a Contract position offering an opportunity to contribute to the smooth operation of office functions while ensuring an organized and detail-focused environment. The ideal candidate will possess excellent organizational skills and a proactive attitude to handle varied administrative tasks effectively.

Responsibilities:
• Welcome visitors and guests with a courteous and friendly demeanor.
• File and organize important records, invoices, and other documentation to ensure easy access.
• Maintain conference rooms, break areas, and office equipment supplies to ensure readiness and cleanliness.
• Monitor and fulfill office supply needs, placing orders and ensuring timely replenishment.
• Audit, reconcile, and organize field operations paperwork to maintain accurate records at a centralized corporate location.
• Provide administrative support and act as a liaison between field operations teams and corporate departments.
• Respond promptly to inquiries and requests for information while maintaining clear communication.
• Keep the work environment clean, organized, and enjoyable for all team members.
• Update and manage multiple daily reports to ensure accurate tracking and documentation.
• Perform additional tasks and duties as assigned, including working overtime when required.

• Proficiency in scanning and organizing files.
• Strong data entry skills with attention to detail and accuracy.
• Experience in providing back-office support and managing administrative tasks.
• Ability to handle document scanning and maintain digital archives.
• Excellent organizational skills to keep records and office supplies well-structured.
• Effective communication skills to liaise between teams and respond to inquiries.
• Flexibility to work overtime when necessary.
• A positive and proactive attitude to adapt to various responsibilities.

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3 results for File Clerk in Sacramento, CA

General Office Clerk

Carmichael, CA
onsite
Temporary
21.85 - 25.30 USD / Hourly
We are looking for a dedicated General Office Clerk to join our team in Carmichael, California. This is a Contract position offering an opportunity to contribute to the smooth operation of office functions while ensuring an organized and detail-focused environment. The ideal candidate will possess excellent organizational skills and a proactive attitude to handle varied administrative tasks effectively. Responsibilities: • Welcome visitors and guests with a courteous and friendly demeanor. • File and organize important records, invoices, and other documentation to ensure easy access. • Maintain conference rooms, break areas, and office equipment supplies to ensure readiness and cleanliness. • Monitor and fulfill office supply needs, placing orders and ensuring timely replenishment. • Audit, reconcile, and organize field operations paperwork to maintain accurate records at a centralized corporate location. • Provide administrative support and act as a liaison between field operations teams and corporate departments. • Respond promptly to inquiries and requests for information while maintaining clear communication. • Keep the work environment clean, organized, and enjoyable for all team members. • Update and manage multiple daily reports to ensure accurate tracking and documentation. • Perform additional tasks and duties as assigned, including working overtime when required.
2025-09-19T16:48:59Z

Customer Service Representative

Sacramento, CA
onsite
Temporary
23.00 - 25.00 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. In this role, you will provide exceptional support to customers by resolving inquiries and concerns with professionalism and efficiency. This is a long-term contract position that requires working on-site five days a week. Responsibilities: • Respond to customer inquiries by actively listening and asking detailed questions to address their concerns effectively. • Direct calls to the appropriate department and collaborate with internal teams to resolve customer issues. • Expand knowledge of company processes and transactions to enhance the quality of customer service provided. • Communicate any workflow or service-related issues to leadership promptly to ensure seamless operations. • Adhere to company standards, training guidelines, supervisory instructions, and applicable regulations while performing duties.
2025-09-02T22:34:06Z

Client Experience Coordinator

Walnut Creek, CA
remote
Permanent
60000.00 - 80000.00 USD / Yearly
Jennifer Fukumae is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Experience to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support. Reception & Office Administration<ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul>Client Service Associate Support<ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
2025-09-19T22:04:32Z

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3 results for File Clerk in Sacramento, CA

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