Job Title: Operations Assistant

Company: Luminate Wealth Management & Insurance Services | Northwestern Mutual Orange County

Job Description: Our firm is one of the largest practices within Northwestern Mutual. We are proud to manage over $1.5 billion in client assets and work with some of southern California’s most successful and influential families and businesses. We provide comprehensive financial planning and wealth management, requiring a high level of intellectual capital and an unwavering commitment to the clients who have trusted us.

What you will bring to the firm: This role is an important component of our ability to provide exceptional service to our clients and to develop the next generation of talented individuals that will join our organization. In this role, you will be quickly integrated into our workflow with real responsibilities.

What you will do:

· Learn about financial planning, investment management, and marketing.

· Produce and analyze reports that help the firm’s leadership team make critical decisions.

· File management including e-filing and documenting in client files.

· Administrative support which can include maintaining office supplies, coordinating small events, etc…

· Help prepare for client meetings to ensure they have an incredible experience when they visit our office.

· Attend and participate in team meetings.

What We Look For

· We are looking for exceptionally organized and detail-oriented candidates with an interest in financial planning and wealth management as a potential career. We prefer candidates who have had work experience, especially in a service-oriented field (retail, restaurants, hospitality, etc.). We are looking for a commitment of 10-20 hours per week.

· Bachelor's degree preferred, or in progress

Salary: $23.00 - $30.00 per hour (dependent on experience)

Job Type: Part-time

Pay: $23.00 - $30.00 per hour

Expected hours: 10 – 20 per week

Ability to Relocate:

• Irvine, CA 92612: Relocate before starting work (Required)

Work Location: In person