Job Description
Description
Overview
A well-established wealth management firm in San Diego is seeking a dependable and detail-oriented Part-Time Office Assistant to support daily administrative and client service operations. This role is ideal for someone who thrives in a professional, client-facing environment and enjoys providing high-level administrative support in a fast-paced financial services setting.
Responsibilities
+ Serve as the first point of contact for clients, answering phones and greeting visitors in a professional manner
+ Assist with scheduling client meetings and maintaining calendars for advisors
+ Support client service requests, including account updates, document preparation, and follow-ups
+ Manage incoming/outgoing mail, emails, and general office correspondence
+ Maintain and organize digital and physical filing systems, ensuring accuracy and confidentiality
+ Assist with data entry and updates...
Overview
A well-established wealth management firm in San Diego is seeking a dependable and detail-oriented Part-Time Office Assistant to support daily administrative and client service operations. This role is ideal for someone who thrives in a professional, client-facing environment and enjoys providing high-level administrative support in a fast-paced financial services setting.
Responsibilities
+ Serve as the first point of contact for clients, answering phones and greeting visitors in a professional manner
+ Assist with scheduling client meetings and maintaining calendars for advisors
+ Support client service requests, including account updates, document preparation, and follow-ups
+ Manage incoming/outgoing mail, emails, and general office correspondence
+ Maintain and organize digital and physical filing systems, ensuring accuracy and confidentiality
+ Assist with data entry and updates...