Job Description: This is a crucial role in supporting advisors and ensuring smooth day-to-day operations. The ideal candidate will be an individual who thrives in a fast-paced environment, loves working with people, and is highly organized. This role includes organizing schedules, confirming meetings, working with new clients, and running point for all office marketing events.
Job Duties:
Connect with any new leads and help them navigate their relationship with wealth manager.
Provide daily operational support to advisors, ensuring meetings and schedules run smoothly.
Schedule, confirm, and follow up on client appointments and meetings.
Coordinate and manage monthly workshops and seminars, typically held in the evenings.
Coordinate client dinners and events.
Reception duties: answering phones, greeting clients, and ensuring a positive experience.
Assist with office operations, including stocking supplies, maintaining filing systems, and other administrative tasks.
Foster strong client relationships through effective communication and follow-up.
Qualifications:
Strong organizational skills with the ability to manage calendars, task lists, and multiple priorities.
Excellent interpersonal skills, friendly and approachable; able to initiate and maintain conversations with clients and team members.
A strong sense of responsibility and the ability to see tasks through from start to finish.
Effective communicator who can keep the team informed and ensure smooth coordination.
Previous experience in customer relations, administrative roles, or office management is preferred.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
