A wealth management company in Santa Clarita is looking for a self-starting Administrative Assistant to join their team. The ideal candidate will have 3+ years of administrative experience, has supported multiple executives, and enjoys working in a team environment. This is a fantastic opportunity for an individual to join a well-established investment team. They are looking for someone who is career oriented and wants to be hired permanently.

Job Duties:

• Client meeting preparation of documents;
• Responding to all client service enquiries, as well as those from client’s other professional partners;
• Working in a team environment to ensure best practices and balanced workflow;
• Executing transactions as requested by clients;
• The completion of post-meeting commitments, such as the execution of investment trades;
• Tracking information for Advisor’s business plan;
• Direct administrative support to a Wealth Management Advisor or Advisors.

Schedule: Monday - Friday 8:30am-4:30pm

Pay Rate: $18-21/hour

Location: Santa Clarita

• Strong written and oral communication skills;
• Ability to take initiative, ownership of outcomes and a pro-active approach to work;
• Desire to pursue knowledge & growth. Excited to pursue securities and insurance licenses;
• Proven experience as a high performer with high attention to detail;
• Strong proficiency in Excel and Word;
• Previous experience in handling confidential or sensitive information with integrity;
• Exceptional planning, organizational and time management skills;
• Post Secondary degree/diploma or an acceptable combination of education and progressively responsible work experience;
• Understands and recognizes priorities, deadlines and has a sense of urgency;
• Desire to grow and to expand capabilities and responsibilities.