Part-Time Administrative Assistant

Job Summary

As an Administrative Assistant, you will be the backbone of our office’s daily workflow. This role is perfect for a reliable professional who enjoys a structured, professional environment and has a high degree of comfort with financial data and client interactions.

Key Responsibilities

• Act as the first point of contact by answering phones and greeting clients with a courteous and professional demeanor.
• Scanning documents and importing financial/client information into various proprietary software programs with high attention to detail.
• Proficient with Microsoft 365 to manage correspondence, spreadsheets, and file organization.
• Team Collaboration: Work closely with the wealth management team to ensure daily operations run seamlessly.

Qualifications

• Reliability: Proven track record of being timely, dependable, and professional.
• Technical Proficiency: Expert knowledge of Microsoft Word, Excel, and the Microsoft 365 suite.
• Adaptability: Ability to learn new financial software programs quickly and efficiently.
• Interpersonal Skills: A true team-player mindset with the ability to communicate effectively with high-net-worth clients.
• Location: Must be able to work on-site in the Mission Valley office (this is not a remote position).