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We are a boutique wealth management and retirement plan consulting firm, supporting more than 300 households and over 100 retirement plans. We are service-oriented, and our clients stay with us because of the incredible service they receive. We have a blended business and always do what is right for the client, including financial planning, tax planning, estate planning, and investment management. Our mission is to partner with our clients and help them toward successful retirement goals. No matter the phase of life; we are here to be our clients’ advocate and guide as they navigate the complexities of life. We are a close team and support each other to achieve this mission!
We are expanding our team and hiring an Administrative Assistant. This position is responsible for supporting one advisor, preparing for upcoming client meetings, answering general inquiries, handling various client matters, and resolving client service issues. You're an administrative pro who wants to be more and do more. You are organized and able to work independently while thoroughly enjoy being part of a team. You love organizing paper and projects and enjoy filling out forms meticulously. You’re a go-getter when it comes to follow through and details rarely slip your grasp.
This position will support the office in the following ways:
The ideal candidate:
Full Time
$42k-53k (estimate)
06/13/2024
06/30/2024
talentlinksolutions.com
San Diego, CA
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