Client Experience Manager

4 days ago


Sacramento, California, United States Herrera May Wealth Management Full time
Job Description

Herrera May Wealth Management is seeking an Administrative Assistant to support our team. This role involves providing administrative support, managing calendars, and maintaining accurate records.

Key Accountabilities:
  • Administrative Tasks: Perform tasks such as data entry, document preparation, and record-keeping.
  • Scheduling and Calendar Management: Schedule appointments, meetings, and client events.
  • Communication and Client Relations: Respond to client inquiries, resolve issues, and build strong relationships.
Qualifications and Skills:

To succeed in this role, you will need:

  • A high school diploma or equivalent; financial services experience a plus.
  • Proficiency in Microsoft Office and Google Suite.
  • Excellent communication and interpersonal skills.
  • Able to maintain confidentiality and handle sensitive information.
Compensation Package: Estimated salary range $52,000 - $68,000 per year

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