Job description

Our client is a successful private wealth management firm with a $5 bill AUM based in Pasadena, CA. The well-established firm seeks the right person to join their team as Administrative Assistant. The ideal Administrative Assistant has strong organizational skills, is highly efficient, and is a proactive independent worker to support the lead wealth advisor.

This role is currently offered as a temporary position starting in the first week of March and lasting three months of employment. This position has the possibility of turning into a permanent administrative position.

Requirements:
Keen ability to use online dashboards for workflows, following through with pending tasks status through completion
Monitoring Schwab Advisor Portal for alerts (checking dashboard daily)

Strong understanding of back-office procedures, onboarding process, managing paperwork, and money movement using the Schwab Advisor Portal
Must be able to demonstrate abilities with meeting preparation, scheduling appointments, identifying priority tasks before/after client or prospect meetings with proactive follow up
Create PowerPoint presentations for meetings
Tracking notes on meetings
Create daily and weekly cash analysis reports

Excellent communication skills, substantial experience taking detailed notes and promptly entering information into CRM.
Manage calendars, appointments, follow-up reminders, and exceptional time management skills

Qualifications:
Bachelor’s Degree
Minimum one year of experience as a Client Service Associate or other supportive financial services roles

Knowledge of the financial planning process is a plus
Technology experience preferred: Schwab Advisor Portal, Orion, and iCapital

Compensation:
Hourly Rate: $18 – $22

Click here to apply for Administrative Assistant

About Us

Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.

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