Administrative Coordinator

3 days ago


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

We are a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with a strong focus on providing highly personalized financial planning and wealth management services to our clients.

About the Role

We are seeking a detail-oriented and organized Administrative Assistant to join our team. The ideal candidate will have excellent communication skills and be able to provide administrative support to our team of wealth management professionals.

Key Responsibilities
  • Administrative Support: Provide administrative support to financial advisors and other team members, including managing calendars, scheduling appointments, and coordinating meetings.
  • Correspondence and Reports: Prepare and distribute correspondence, reports, and presentations as needed.
  • Client Inquiries: Manage client inquiries and requests, ensuring timely and accurate responses.
  • Client Records: Maintain client records and databases, ensuring accuracy and confidentiality.
  • Special Projects: Assist with special projects and initiatives as assigned by management.
Requirements
  • Education: High school diploma or equivalent required; Associate's or Bachelor's degree preferred.
  • Experience: Proven experience in an administrative support role, preferably in a financial services or wealth management environment.
  • Skills: 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.
  • Communication: Excellent verbal and written communication skills, with a keen attention to detail.
  • Confidentiality: Ability to maintain confidentiality and handle sensitive information with discretion.
What We Offer

We offer a competitive salary range of $50,000 - $60,000 commensurate with education, experience, and licenses. Benefits include 401k with match, health/dental/vision insurance, and opportunities to attend conferences and additional training.



  • Chula Vista, California, United States JoshCo Group LLC Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at JoshCo Group LLC. As a key member of our organization, you will play a pivotal role in delivering exceptional administrative support to our entire team.Key ResponsibilitiesProvide exceptional customer service to clients and staff, representing our...


  • Chula Vista, California, United States Naval Air Systems Command (NAVAIR) Full time

    Job SummaryThe Naval Air Systems Command (NAVAIR) is seeking an experienced Administrative Services Manager to provide high-level administrative support to our organization. As a key member of our team, you will be responsible for implementing administrative processes, managing office services, and providing specialized support to our staff.Key...


  • Chula Vista, California, United States Florawest Inc Full time

    Job OverviewWe are looking for an Administrative Support Specialist to enhance our operational efficiency. This role involves executing clerical and administrative tasks that contribute to the overall success of Florawest Inc.Key Responsibilities:Compose and manage formal communications and documentsOrganize and coordinate appointments and eventsWelcome and...


  • Chula Vista, California, United States City of Chula Vista, CA Full time

    Salary: $3, $4,710.36 Monthly Location : Chula Vista, CA Job Type: Permanent, Full-Time Department: Recreation - Administration Description and Essential FunctionsThe role involves executing a diverse range of significant clerical and administrative tasks, with potential oversight of clerical staff as assigned. Key ResponsibilitiesResponsibilities may...


  • Chula Vista, California, United States Naval Air Systems Command (NAVAIR) Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Administrative Manager to join our team at Naval Air Systems Command (NAVAIR). As a key member of our organization, you will be responsible for providing exceptional administrative support to our senior leadership team.Key ResponsibilitiesAdministrative SupportProvide general office clerical...


  • Chula Vista, California, United States Naval Air Systems Command (NAVAIR) Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Administrative Manager to join our team at Naval Air Systems Command (NAVAIR). As a key member of our organization, you will be responsible for providing exceptional administrative support to our senior leadership team.Key ResponsibilitiesAdministrative SupportProvide general office clerical...

  • Office Coordinator

    1 week ago


    Chula Vista, California, United States 1 Stop Business Services Full time

    Job OverviewWe are looking for an Office Coordinator to support our operations. In this role, you will handle various clerical and administrative tasks that contribute to the overall efficiency of our business.Key Responsibilities:Compose written communications and formal documentsOrganize and manage appointments and eventsAssist with payroll processing and...


  • Chula Vista, California, United States Western CNC Full time

    Job OverviewPosition: Production AdministratorCompany: Western CNCRole SummaryA Production Administrator is essential for a dynamic manufacturing environment. This role involves managing daily logistics, including the packaging, documentation, and timely delivery of products to clients and suppliers.Key ResponsibilitiesOversee the coordination of processes...


  • Chula Vista, California, United States Rehab United Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Medical Office Coordinator to join our team at Rehab United. As a key member of our front office staff, you will be responsible for delivering exceptional patient experiences and providing administrative support to our healthcare professionals.Key ResponsibilitiesPatient Check-in and...

  • Project Coordinator

    1 week ago


    Chula Vista, California, United States AdaptHealth LLC Full time

    Join AdaptHealth: Your Opportunity AwaitsAt AdaptHealth, we provide comprehensive home medical equipment solutions and services designed to empower individuals to thrive outside of hospital settings and within their own homes. We are currently seeking dedicated professionals in your region. If you are committed to enhancing the quality of life for patients,...

  • Office Coordinator

    1 week ago


    Chula Vista, California, United States VBG (Veteran Benefits Guide) Full time

    Job OverviewAbout Us:Veteran Benefits Guide (VBG) is dedicated to assisting Veterans in navigating the complexities of disability benefits. Founded by a former United States Marine, our mission is to ensure that Veterans receive the support they deserve in a timely manner. With a team comprised of Veterans and their families, we are committed to advocating...

  • Office Coordinator

    2 weeks ago


    Chula Vista, California, United States VBG (Veteran Benefits Guide) Full time

    Job OverviewAbout Us:Veteran Benefits Guide (VBG) is dedicated to ensuring that Veterans receive the accurate disability benefits they deserve in a timely manner. Founded by a former United States Marine, VBG has successfully assisted over 35,000 Veterans in navigating the complex Veteran Affairs (VA) disability claims process. Our commitment to advocating...


  • Chula Vista, California, United States 100% Chiropractic of Chula Vista, CA Full time

    Chiropractic Assistant Position OverviewCompany Background100% Chiropractic is a holistic health center dedicated to providing chiropractic services, therapeutic massage, and nutritional guidance. Our committed staff collaborates with patients to help them achieve their wellness objectives and enjoy a vibrant life.Position SummaryChiropractic Assistants play...


  • Chula Vista, California, United States Smile Adventures Pediatric Dentistry and Orthodontics Full time

    Smile Adventures Pediatric Dentistry and Orthodontics is seeking a dedicated and enthusiastic Dental Office Coordinator to join our growing practice in North County San Diego. We are a privately owned dental office committed to providing exceptional customer service and creating a positive experience for children of all ages. Responsibilities: Provide...


  • Chula Vista, California, United States New Haven Youth Full time

    Job OverviewSUMMARY: In the role of Clinical Supervisor, you will be tasked with the oversight and coordination of clinical services provided by Therapeutic Behavioral Services coaches. This position is pivotal in ensuring that mental health services and interventions are delivered in a manner that aligns with established standards, procedures, and...


  • Chula Vista, California, United States MeBe Full time

    Job OverviewMeBe Family is dedicated to providing evidence-based therapies for children with autism and other special needs. Our mission is to empower families, professionals, and communities through education and training on effective approaches. We pride ourselves on delivering play-filled, research-based care across multiple disciplines, including ABA,...


  • Chula Vista, California, United States MeBe Full time

    Job OverviewMeBe Family is dedicated to providing evidence-based therapies for children with autism and other special needs. Our mission is to empower families, professionals, and communities through education and training on effective approaches. We pride ourselves on delivering play-filled, research-driven care across various disciplines, including ABA,...


  • Chula Vista, California, United States Curtiss-Wright Full time

    Supply Chain Materials CoordinatorIn this role, you will operate under general guidance and take the initiative to perform essential tasks that ensure the material needs of Fleet Solutions are effectively monitored and sustained in alignment with project and inventory objectives. Collaborating closely with various departments within Fleet Solutions, you will...


  • Chula Vista, California, United States The Oncology Institute of Hope and Innovation Full time

    Job SummaryThe Oncology Institute of Hope and Innovation is seeking a highly skilled and detail-oriented Medical Records Coordinator to join our team. As a key member of our clinical staff, you will be responsible for ensuring the accuracy and completeness of patient medical records.Key ResponsibilitiesGather and verify patient demographic and personal...


  • Chula Vista, California, United States Mindpath Health Full time

    About the RoleMindpath Health is a leading provider of mental health services, dedicated to increasing access to care that helps people thrive. We achieve this by empowering our clinicians, investing in our people, and caring for the communities we serve.Key Responsibilities:Provide exceptional customer service to patients and providers through phone and...