Administrative Support Specialist

4 days ago


Menlo Park, California, United States Common Sensonomics Wealth Management Full time
Job Summary

Common Sensonomics Wealth Management is seeking a skilled Business Administrator to provide administrative support for our boutique wealth management firm in downtown Menlo Park. This part-time role requires 12-15 hours of work per week, Monday through Friday, with flexibility in scheduling. The ideal candidate will have prior experience in a boutique RIA or wealth management firm, preferably with FINRA licensing, which can lead to bonus opportunities.

The successful candidate will be responsible for providing exceptional administrative support, including but not limited to:

  • Managing day-to-day administrative tasks
  • Providing high-level customer service
  • Supporting the sales team with data analysis and reporting

A competitive salary is offered based on prior related experience and any FINRA licensed or SEC related work history. Bonus potential exists based on performance. A clean employment, FINRA, and SEC record is required. We perform background and securities checks for all candidates.

Our Firm: Common Sensonomics Wealth Management is a boutique quantitative wealth management firm specializing in quantitative wealth management. We pride ourselves on delivering exceptional client service and providing ongoing training and professional development opportunities to our staff.

What We Offer:

  • Competitive salary
  • Bonus potential based on performance
  • Ongoing training and professional development opportunities


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