Administration Assistant

1 month ago


Los Angeles, United States Pacific Coast Wealth Strategies Full time
Job DescriptionJob Description

Administrative Position for a Successful Financial Advisor

Part-time, Flexible Hours, Potential Work-from-Home Option

We are seeking a highly organized and detail-oriented individual to join our team as an Administrative Assistant for a successful financial advisor. This is a part-time position, requiring approximately 4 hours of work per day or 18 hours per week. The working hours are flexible, and there is a possibility of working from home for a portion of the week once training is complete.

Responsibilities

  • Process all new business applications and service-related activities promptly and accurately.
  • Secure and input client data into our systems with utmost attention to detail and confidentiality.
  • Creating, updating, maintaining advisor reports
  • Assisting with the advisor's calendar
  • Schedule reviews with clients and ensure timely coordination of communication.
  • Collaborate closely with an executive assistant and the advisor to support their administrative needs effectively.

Minimum Qualifications

  • Bachelor's degree
  • 4+ years of experience in administration
  • Clean criminal and financial background

Preferred Qualifications

  • Ability to work both independently and as part of a team, demonstrating excellent collaboration skills.
  • Proactive decision-making skills to anticipate and address administrative needs.
  • Strong verbal and written communication skills.
  • Proficiency with the MS Office Suite.
  • Ability to handle confidential material with discretion and maintain a high level of trustworthiness.

We offer a supportive and dynamic work environment where your contributions are valued. If you are a self-motivated individual with a keen eye for detail and a passion for providing exceptional administrative support, we would love to hear from you.

Thank you for considering this opportunity. We look forward to reviewing your application



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