Administrative Assistant

Santa Clarita, CA 91355

Posted: 06/26/2024 Category: Administrative / Office Job Number: 062624 Pay Rate: $18-21/hour

Job Description

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

Job Requirements

  • 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.

Additional Information


We want you to love us so much you can’t wait to tell your friends!

About SAGE Staffing

Our mission is to be the most referred administrative/office staffing firm in Santa Clarita and the Antelope Valley. We accomplish this by offering our candidates and clients a remarkable hiring experience.

Our back story

SAGE Staffing was founded in Santa Clarita in 1987, when we were one of the first locally owned and operated staffing firms to be established here. Our client list soon included some of the area's best organizations, such as Princess Cruises, Newhall Land and Farming, the City of Santa Clarita, U.S. Borax, Cal Arts and College of the Canyons.

This solid foundation gave us the ability to expand into the Antelope Valley with a second office in Palmdale. SAGE is now trusted by over 2,500 companies in the Santa Clarita, Antelope and San Fernando Valleys. Candidates and clients throughout the area know they can rely on us for a remarkable hiring experience!

Meet Your Recruiter

Matt Kincaid
Manager, Staffing and Recruiting

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About Santa Clarita, CA

Ready to embark on an exciting career journey in the vibrant city of Santa Clarita, California? This picturesque city, located in Los Angeles County, offers a perfect blend of picturesque landscapes, including the stunning Vasquez Rocks, and a thriving job market. With companies ranging from entertainment giants to tech startups, Santa Clarita presents a wealth of opportunities for professionals looking to advance their careers. Explore job opportunities in this dynamic region surrounded by attractions like Six Flags Magic Mountain, the picturesque Placerita Canyon State Park, and the lively nightlife scene at The Canyon Santa Clarita. Don't miss the chance to be part of this vibrant community, where career growth meets charming surroundings! Start your job search today.