Administrative Associate

Administrative Associate

Job Type: Part-Time

Reports to: Chief Administrative Officer

Location & Work Arrangement: Camarillo, CA (In-Person)

About Mutual:

Mutual Group is a mission-driven financial services firm that empowers independent financial advisors with consulting, operations, technology, and compliance solutions. With more than 40 years of experience and over $13B in assets under administration, we serve 1,600 financial professionals nationwide. Our values—Personal, Authentic, Collaborative, and Knowledgeable—shape how we work with each other and with our clients.

Overview

We are seeking a highly organized, tech-savvy Part-Time Administrative Associate to enable smooth daily office operations. You will manage mail intake and distribution, frontline communications, office readiness, and core administrative support so internal teams receive accurate information and materials on time. Success looks like completing work efficiently and before deadlines when possible, confirming deadlines when unclear, and delivering fully so no follow-up is required. 

Key Responsibilities  

Mail, Shipping, and Frontline Communications 

• Process and route incoming mail (intake, sorting, scanning, distribution); resolve exceptions and escalate when needed. 
• Monitor and forward general inbox/voicemail, answer and direct phone calls promptly and professionally. 
• Receive/process inbound shipments and coordinate outgoing packages. 
• Provide ad hoc support to Finance for printing/mailing checks as part of mailing responsibilities. 

Visitor and Vendor Liaison 

• Greet and guide visitors, creating a welcoming front-desk experience. 
• Coordinate appointments with on-site vendors. 

Office Readiness and Supplies 

• Track, anticipate, and restock essential office supplies to avoid stockouts. 
• Maintain organized shared spaces and storage areas in a ready state. 

Procedures, Documentation, and Cross-Training 

• Maintain up-to-date desk procedures and cross-training materials. 
• Sequence work, confirm deadlines, and surface obstacles early to protect throughput. 
• Support onboarding coverage by preparing and mailing new-hire packages; participate in cross-training and maintain needed systems access for coverage during absences. 

Qualifications  

• High school diploma or equivalent; some college coursework is a plus. 
• Previous experience in administrative, reception, or office support preferred.  
• Proficiency with Microsoft Office 365 (Word, Excel, Outlook, Teams); comfort with scanning and mailroom tools.  
• Excellent organizational skills and attention to detail; ability to prioritize and sequence work, confirm deadlines, and follow through to completion.  
• Strong interpersonal and communication abilities; discretion with confidential information. 

Salary Range  

• $20.00 – $26.00 per hour, commensurate with experience and qualifications. 

Why Join Mutual

• Be part of a collaborative, client-focused team that values authenticity, knowledge-sharing, and innovation. 
• Competitive salary, performance-based bonus, and comprehensive benefits package, including health insurance, matching 401(k), generous PTO, and wellness initiatives. 
• Opportunities for continuous learning and professional development in a supportive and growth-oriented environment. 

How to Apply

If you meet the qualifications and are ready to take on this exciting opportunity, we invite you to submit your resume and a cover letter detailing your experience and how it aligns with the responsibilities and qualifications of this role.

Join us in powering the success of advisors and transforming the financial services landscape.

Mutual is a B2B company that provides consulting services, operations, technology, brokerage and compliance solutions for registered investment advisory (RIA) firms and individual advisors. Mutual Group currently serves more than 1,600 financial professionals with assets under administration exceeding $13B and has been continuously striving to grow in knowledge, expertise, and client care since being founded in 1982. For more information about Mutual Group, please visit https://www.mutual.group or follow the company on LinkedIn.

Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies.