Position Overview
Description We are looking for an Administrative Assistant to join a financial advisory office in Manhattan Beach, California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys keeping operations organized, supporting client interactions, and contributing to a well-run office environment. The role offers a strong path for someone interested in building administrative experience within financial planning and wealth management while learning the day-to-day rhythm of a growing practice.
Responsibilities:
β’ Welcome clients and visitors with a courteous, attentive approach that helps create a positive office experience.
β’ Coordinate calendars, arrange appointments, and help keep meetings running smoothly and on schedule.
β’ Support office events and internal meetings by handling logistics, materials, and related administrative preparation.
β’ Perform a range of clerical and administrative tasks, including document preparation, r...