Administrative Assistant Full Time

Our client is a dynamic wealth management firm with a lively, collaborative atmosphere that fosters creativity and growth and they are hiring an Administrative Assistant to provide high-level support to the President. This is a unique opportunity to work closely with a senior executive in a fast-paced, entrepreneurial environment where professional growth and development is encouraged.

Position Overview:

As the Administrative Assistant to the President, you will be a trusted partner in managing daily operations, client relationships, and administrative functions. This role requires a candidate with a background and understanding in wealth management, strong organizational and communication skills, and the ability to handle sensitive information with the highest level of confidentiality and professionalism.

Key Responsibilities:

• Serve as the primary point of contact for the President, managing schedules, meetings, and correspondence.
• Handle client communications and inquiries, ensuring a high standard of service.
• Coordinate and prepare materials for client meetings, including financial reports, presentations, and briefing documents.
• Manage travel arrangements, including scheduling and logistics for domestic and international travel.
• Manage client account information and update records in the CRM system.
• Assist in the preparation of financial reports, presentations, and investment summaries.
• Coordinate with custodians, brokers, and other financial institutions on behalf of clients.
• Monitor and manage deadlines for account activities, including transfers, contributions, and withdrawals.
• Handle confidential client information with the utmost discretion and compliance with privacy regulations.
• Oversee key projects and initiatives on behalf of the President, tracking progress and deadlines.
• Maintain and organize confidential client and company records, ensuring compliance with regulatory standards.
• Assist with drafting, editing, and proofreading correspondence, presentations, and other documents.
• Collaborate with other team members to ensure seamless office operations and client support.

Qualifications:

• Minimum of 2-3 years of administrative experience, with at least 1 year in wealth management or financial services.
• Bachelor’s degree
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems.
• Exceptional organizational and time-management skills.
• Strong verbal and written communication abilities.
• Professional demeanor with excellent interpersonal skills.
• Ability to prioritize and multitask effectively in a high-pressure environment.
• Familiarity with wealth management processes, financial terms, and compliance standards.

This company offers a competitive compensation package that included a base salary of $95k -$100k with a strong bonus, full benefits, and mentorship & career growth opportunity.

This position is 100% in the office in West Los Angeles

Local candidates only please

We will consider for employment, qualified applicants with criminal histories in a manner consistent with the requirements of the State of California Fair Chance Initiative for Hiring

Tagged as: erp