Administrative Assistant to Financial Advisor

Part-Time to Full-Time Opportunity

I'm seeking a professional, highly organized, and client-focused Administrative Assistant to support my growing wealth management practice in Manhattan Beach.

This is an opportunity to work directly alongside a Financial Advisor with more than 25 years of experience helping individuals, families, retirees, and business owners navigate important financial decisions.

While this is an entry-level opportunity within the financial services industry, it is not an entry-level opportunity when it comes to character, professionalism, judgment, or responsibility. Industry knowledge can be taught. Systems can be taught. Processes can be taught. What matters most is finding the right person.

If you're looking for a role where your work truly matters, your contributions are valued, and you have the opportunity to learn a profession while developing meaningful skills and relationships, this may be the opportunity you've been looking for.

This is not a large corporate office where you'll be one person among many.

You'll work closely with me on a daily basis in a small, professional, client-focused practice. As a result, trust, discretion, communication, and reliability are essential.

The right person will become an important part of the day-to-day operation of the practice and play a key role in helping clients receive the exceptional service they deserve.

The position will begin part-time (approximately 20 hours per week) with the opportunity to transition to full-time for the right individual.

• Providing day-to-day administrative support to the Financial Advisor
• Managing schedules, appointments, and calendars
• Assisting with client communications and follow-up
• Managing records, files, and documentation
• Supporting client onboarding and administrative processes
• Learning office systems, procedures, and compliance requirements
• Helping create a professional, organized, and welcoming experience for clients

The ideal candidate is someone who:

• Communicates professionally and confidently
• Is highly organized and detail-oriented
• Maintains confidentiality and discretion at all times
• Demonstrates sound judgment and personal accountability
• Is dependable, reliable, and follows through on commitments
• Remains calm, professional, and solution-oriented under pressure
• Works well independently without requiring constant supervision
• Is comfortable asking questions and eager to learn
• Accepts coaching and constructive feedback professionally
• Genuinely enjoys helping others
• Wants to grow and develop professionally over time

Someone who enjoys structure, responsibility, and being part of a professional environment.

Someone who takes pride in doing things the right way.

Someone who understands that trust is earned.

Someone who is comfortable working closely with one individual in a collaborative environment and who values professionalism, integrity, accountability, and exceptional service.

Someone who understands that every client interaction matters.

You do not need prior experience in financial services.

You do not need to know our systems.

You do not need industry certifications or licenses.

We can teach those things.

What we cannot teach as easily are professionalism, communication skills, integrity, work ethic, reliability, and the desire to do excellent work.

• Strong communication skills
• Strong organizational skills
• Basic proficiency in Microsoft Office (Outlook, Word, Excel)
• Ability to learn new software and systems
• Ability to maintain confidentiality
• Working smartphone capable of supporting business applications and multi-factor authentication
• Reliable transportation

This is an opportunity to learn directly from an experienced Financial Advisor, gain exposure to a respected profession, build valuable career skills, and grow with a practice that values character, initiative, and long-term relationships.

We're looking for the right person, not the perfect résumé.

If that sounds like you, we'd love to hear from you.