Administrative/Office Assistant

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Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-worth clients while growing your career.

This Jobot Job is hosted by: Ray Madden
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $80,000 - $100,000 per year

A bit about us:

We are a boutique, Los Angeles-based wealth management firm serving high-net-worth individuals, families, and business owners. Our experienced team provides customized financial solutions with a focus on integrity, collaboration, and excellence, building lasting client relationships while delivering top-tier service.

Why join us?

Work with a high-performing, client-focused team managing multi-billion-dollar client portfolios.
Gain exposure to complex financial planning, account management, and wealth strategies for HNW clients.
Opportunity to grow professionally in a supportive, collaborative environment with mentorship from seasoned advisors.
Competitive salary plus performance-based bonus, full benefits, and 401(k) contribution.
Hybrid work options after training and ongoing development opportunities.

Job Details

Key Responsibilities
Serve as a trusted client contact, responding to inquiries with professionalism and accuracy.
Manage the full account lifecycle, including onboarding, funding, updates, and trade coordination.
Lead new client onboarding: gather documentation, prepare paperwork, and coordinate systems.
Monitor accounts for actionable items (e.g., RMDs, account updates, restrictions).
Prepare deliverables such as performance reports, presentations, and financial plan materials.
Maintain high data integrity across platforms and systems.
Provide additional administrative support as needed.

Qualifications
Experience & Licenses:
2+ years in client-facing wealth management or financial services.
Familiarity with Fidelity and/or Charles Schwab platforms, and financial planning software like eMoney or Envestnet.
Experience with insurance, annuities, or 529 plans a plus.
Series 65 is a plus but not required.

Skills & Traits:
Highly organized with exceptional attention to detail.
Strong verbal and written communication skills.
Analytical, problem-solving mindset with ability to manage multiple priorities.
Comfortable in client-facing and collaborative internal roles.
Self-starter who thrives in a high-expectation, low-ego environment.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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How does the company support work-life balance and employee well-being??

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