TransGlobal Holding Co. ยท 1 month ago
Office Administrative Assistant (Bilingual in Chinese)
Monrovia, CA
Full-time
Onsite
Entry Level
$21.92/hr - $24.23/hr
1+ years expTransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., providing a comprehensive suite of services. The Administrative Assistant will be the first point of contact for visitors and callers, responsible for managing communications and supporting office operations.
Financial ServicesLendingProfessional ServicesWealth Management
Responsibilities
Greet guests with a professional and friendly demeanor, ensuring they are assisted promptly and connected with the appropriate team members
Answer incoming phone calls, directing them to the right contacts or taking accurate messages when needed
Notify agents, managers, or staff immediately when clients or visitors arrive
Enter new client and agent information into internal platforms (e.g., Inbound system) to support follow-ups and data accuracy
Input insurance policy details into AI and digital systems, ensuring accuracy and timeliness
Scan and save insurance policies and related documents into client folders under the appropriate categories (e.g., New Business)
Communicate with the Asia team and relevant agents to confirm the status of mailed policies (sent and received)
Maintain the cleanliness and organization of the front desk and lobby area to ensure a professional appearance at all times
Manage conference room reservations; coordinate room usage schedules and communicate availability clearly with coworkers
Ensure timely distribution of mail to internal departments and individuals
Scan and forward important documents to designated contacts across multiple office locations
Assist with outgoing mail or materials, ensuring accurate labeling and delivery
Coordinate holding and release of checks, marketing materials, or policy packages as instructed
Provide general administrative support to team members and management, including special projects and time-sensitive requests
Train and mentor newly hired front desk team members, sharing best practices, office protocols, and system procedures
Stay informed on company policies and updates to answer common internal and external questions
Qualification
Required
High school diploma or equivalent
1-2 years of experience in an administrative or front desk role
Proficient in Microsoft Office Suite (Outlook, Word, Excel) and comfortable learning new systems
Strong communication skills, both verbal and written
Excellent organizational and time management skills
Ability to maintain confidentiality and exercise good judgment
Bilingual skills (e.g., English/Mandarin) is required
Preferred
Associate degree preferred
Benefits
Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.
Company
TransGlobal Holding Co.
For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase