Administrative Assistant
2 days ago
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
-
Administrative Assistant
1 week ago
Los Angeles, United States Marcus and Millichap Full timeWe are seeking a dedicated and organized Administrative Assistant to join our team. The Administrative Assistant will play a vital role in providing administrative support, fielding calls, coordinating with team members, and assisting with marketing activities.As an Administrative Assistant, you will be responsible for managing incoming calls, coordinating...
-
Administrative Assistant
4 weeks ago
Los Angeles, United States Safeguard Global Recruiting Full timeWe are seeking a full-time Administrative Assistant to join or Administrative Unit at a Public Defender’s office based in Los Angeles. The Administrative Assistant will support the Administrative Officer with all administrative, financial, and building management duties. Job Responsibilities:Addressing and logging building and security matters Updating...
-
Administrative Assistant
4 weeks ago
Los Angeles, United States Safeguard Global Recruiting Full timeWe are seeking a full-time Administrative Assistant to join or Administrative Unit at a Public Defender’s office based in Los Angeles. The Administrative Assistant will support the Administrative Officer with all administrative, financial, and building management duties. Job Responsibilities:Addressing and logging building and security matters Updating...
-
Administrative Assistant
1 week ago
Los Angeles, United States PrideStaff Full timeAdministrative AssistantJoin Our Client's team as an Administrative Assistant at a Leading Estate Planning Firm!Are you highly organized, detail-oriented, and eager to work in a fast-paced, rewarding environment? Our client is a successful and growing estate planning and elder law firm in Tarzana, CA is looking for a dynamic Administrative Assistant to join...
-
Administrative Assistant
1 week ago
Los Angeles, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a contract for a permanent position as an Administrative Assistant in Los Angeles, California. As an Administrative Assistant, you will be responsible for a variety of tasks including but not limited to handling emails, supporting other team members with administrative duties, and assisting with office operations...
-
Administrative Assistant
7 days ago
Los Angeles, United States Oner Buttons Full timeThe Administrative Assistant will participate in day-to-day administrative and operational tasks for the Home Office Sales team. Assist with pre & post logistics for all sales, provide travel planning and expense reporting assistance and assist with on-boarding of new employees.The Career OpportunityThe position will provide you with the exposure to...
-
Administrative Assistant
3 weeks ago
Los Angeles, United States Oner Buttons Full timeThe Administrative Assistant will participate in day-to-day administrative and operational tasks for the Home Office Sales team. Assist with pre & post logistics for all sales, provide travel planning and expense reporting assistance and assist with on-boarding of new employees.The Career OpportunityThe position will provide you with the exposure to...
-
Administrative Assistant
1 week ago
Los Angeles, United States Hustle Notice Biz Full timeAdministrative AssistantDepartment: Mark RinkEmployment Type: Full TimeLocation: Los Angeles, CACompensation: $17.75 - $24.00 / hourDescriptionJob Title: Administrative AssistantLocation: Los Angeles, CADepartment: OfficeJob Type: Full-TimeWe are seeking a detail-oriented and highly organized Administrative Assistant to provide essential administrative...
-
Administrative Assistant
2 weeks ago
Los Angeles, United States Hustle Notice Biz Full timeAdministrative AssistantDepartment: Mark RinkEmployment Type: Full TimeLocation: Los Angeles, CACompensation: $17.75 - $24.00 / hourDescriptionJob Title: Administrative AssistantLocation: Los Angeles, CADepartment: OfficeJob Type: Full-TimeWe are seeking a detail-oriented and highly organized Administrative Assistant to provide essential administrative...
-
Administrative Assistant
3 weeks ago
Los Angeles, United States Ultimate Staffing Services Full timeSupporting the front office and managing executive onsite. Main responsibilities include: filing, scanning, document storage, and providing support to customers. Responsibilities:-Answering phones and drafting correspondence-Handling scheduling and Administrative Assistant, Business Operations, Administrative, Assistant, Staffing
-
Administrative Assistant
2 weeks ago
Los Angeles, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a long term contract employment opportunity for an Administrative Assistant in Sherman Oaks, California. This role is vital for our operations in the industry, as it involves handling client applications and maintaining accurate records. The Administrative Assistant will also be tasked with resolving client...
-
Los Angeles, United States Cedars Sinai Full timeJob Description Align yourself with an organization that has a reputation for excellence! Cedars-Sinai received the National Research Corporation's Consumer Choice Award 19 times for providing the highest-quality medical care in Los Angeles. We also were awarded the Advisory Board Company's Workplace of the Year, 3 years in a row. This recognizes hospitals...
-
Administrative Assistant
1 week ago
Los Angeles, United States Ultimate Staffing Services Full timeSupporting the front office and managing executive onsite. Main responsibilities include: filing, scanning, document storage, and providing support to customers. Responsibilities:-Answering phones and drafting correspondence-Handling scheduling and Administrative Assistant, Business Operations, Administrative, Assistant, Staffing Learn More
-
Administrative Assistant
15 hours ago
Los Angeles, United States Robert Half Full timeJob DescriptionJob DescriptionWe are providing an opportunity to join our team in Sherman Oaks, California, as an Administrative Assistant. This role emphasizes administrative support, particularly in the education industry, and offers a contract to permanent employment opportunity. Responsibilities:• Provide an inviting front office experience for...
-
Administrative Assistant
1 day ago
Los Angeles, California, United States Gold Rush Gaming Full timeGold Rush Gaming is seeking an Administrative Assistant to support our team with data entry and administrative tasks. As an Administrative Assistant, you will be responsible for sourcing and organizing pertinent raw data, typing and formatting documents, and ensuring that your work is error-free.Sourcing and organizing pertinent raw data, including audio...
-
Administrative Assistant
2 weeks ago
Los Angeles, United States Robert Half Full timeJob DescriptionJob DescriptionWe are offering a long term contract employment opportunity for an Administrative Assistant in Sherman Oaks, California. This role is vital for our operations in the industry, as it involves handling client applications and maintaining accurate records. The Administrative Assistant will also be tasked with resolving client...
-
Administrative Assistant
1 week ago
Los Angeles, United States Robert Half Full timeJob DescriptionJob DescriptionWe are seeking an Administrative Assistant to join our entertainment client in Century City. In this role, you will be providing administrative support to key team members. This role offers a contract to permanent employment opportunity with upward mobility.Responsibilities:• Manage and organize office support activities for...
-
Administrative Assistant
3 weeks ago
Los Angeles, United States Museum Associates Full timeAdministrative Assistant (Regular Full-Time)Exhibitions AdministrationReporting to the Assistant Director of Exhibitions, the Administrative Assistant supports a team of four that manages multiple exhibition projects and permanent collection rotations. This position is key to coordinating those activities and disseminating exhibition information to...
-
Los Angeles, United States Cedars-Sinai Full timeAlign yourself with an organization that has a reputation for excellence Cedars-Sinai received the National Research Corporations Consumer Choice Award 19 times for providing the highest-quality medical care in Los Angeles. We also were awarded the Advisory Board Companys Workplace of the Year, 3 years in a row. This recognizes hospitals and health systems...
-
Los Angeles, United States Cedars-Sinai Full time**Job Description** Align yourself with an organization that has a reputation for excellence! Cedars-Sinai received the National Research Corporation's Consumer Choice Award 19 times for providing the highest-quality medical care in Los Angeles. We also were awarded the Advisory Board Company's Workplace of the Year, 3 years in a row. This recognizes...
