Administrative Coordinator

10 hours ago

Chula Vista, California, United States California Wealth Transitions Full time
About California Wealth Transitions

California Wealth Transitions is a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with a strong presence in Brea, CA and San Diego, CA. Our company is dedicated to providing highly personalized financial planning and wealth management services to over 600 families, with a focus on women-led families navigating wealth transitions.

Job Summary

We are seeking a detail-oriented and organized Administrative Assistant to join our team. The ideal candidate will possess excellent communication skills, be proactive, and have a strong ability to prioritize tasks and manage multiple deadlines effectively.

Key Responsibilities
  • Provide administrative support to financial advisors and other team members, including calendar management, scheduling appointments, and coordinating meetings.
  • Prepare and distribute correspondence, reports, and presentations as needed.
  • Manage client inquiries and requests, ensuring timely and accurate responses.
  • Assist in the preparation and processing of client paperwork, including account opening forms, transfer requests, and other documentation.
  • Maintain client records and databases, ensuring accuracy and confidentiality.
  • Coordinate with external vendors and service providers as needed.
  • Assist in the organization of client events, seminars, and workshops.
  • Perform general office duties, such as answering phones, managing mail, and ordering office supplies.
  • Assist with special projects and initiatives as assigned by management.
  • Uphold company policies and procedures, ensuring compliance with regulatory requirements.
Requirements
  • High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
  • Proven experience in an administrative support role, preferably in a financial services or wealth management environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other office software applications.
  • Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively.
  • Excellent verbal and written communication skills, with a keen attention to detail.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Demonstrated professionalism and ability to interact effectively with clients and team members.
  • Familiarity with CRM systems and financial planning software is a plus.
  • Must be authorized to work in the United States.
What We Offer

California Wealth Transitions offers a competitive salary range of $50,000 - $60,000, commensurate with education, experience, and licenses. We also provide a comprehensive benefits package, including 401k with match, health/dental/vision insurance, and opportunities for professional development and growth.

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