Administrative Assistant

Summit Wealth Management Group, Inc.; Camarillo (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer matching

Vacation

11 paid holidays

Employee Assistance Program

Tuition reimbursement

Professional development opportunities

Short-Term Disability

Long-Term Disability

Life and AD&D insurance

Job summary

Summit Wealth Management Group, Inc. is seeking an Administrative Assistant to support our boutique wealth management team in Camarillo, CA. You will provide essential office and client support, ensuring confidentiality and polished client service in a close-knit environment.

The role requires 2–5 years of administrative experience, proficiency with Microsoft Office and CRM systems, and strong organizational skills. We offer comprehensive benefits and a collaborative, professional workplace.

Qualifications

• 2-5 years of administrative or office support experience.
• Experience supporting professional services, wealth management, or similar environments preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Professional, polished, and personable with clients and colleagues.
• Ability to manage multiple priorities with accuracy.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• CRM or client management system experience preferred.
• High school diploma or equivalent; college degree preferred.

Responsibilities

• Provide day-to-day administrative support to financial advisors and the wealth management team.
• Manage calendars, scheduling, appointments, and meeting coordination.
• Answer and direct incoming phone calls and greet clients and visitors professionally.
• Coordinate client meetings and prepare meeting rooms, materials, and refreshments as needed.
• Prepare, organize, scan, copy, and maintain client and firm documents.
• Assist with mail, correspondence, deliveries, and office communications.
• Maintain electronic and physical filing systems and ensure documents are accessible.
• Assist with client account paperwork, forms, signatures, and other administrative requests.
• Support data entry and updating client information in the firm's systems.
• Assist with preparing reports, spreadsheets, presentations, and meeting materials.
• Coordinate office supplies, equipment, and general office needs.
• Assist with scheduling and coordinating meetings with clients, prospects, vendors, and other contacts.
• Provide administrative support for client appreciation activities and firm initiatives.
• Handle confidential client and firm information with discretion and professionalism.
• Provide general administrative and organizational support to leadership and advisors as needed.

Skills

Microsoft Office

CRM experience

Client service

Organizational skills

Communication skills

Discretion

Education

High school diploma or equivalent

College degree preferred

Tools

CRM systems

Job description

Salary Range: $25.00 - $30.28 per hour (Non-Exempt)

Position Overview

We are seeking a highly organized, personable, and detail-oriented Administrative Assistant to support a small, boutique wealth management firm. This position will play an important role in keeping the office running smoothly while providing administrative and client support to the advisors and broader team.

The ideal candidate is professional, proactive, dependable, and comfortable working in a close-knit environment where attention to detail, confidentiality, and excellent client service are essential. This is an excellent opportunity for someone with 2-5 years of administrative experience who enjoys supporting a professional team and building strong relationships with both colleagues and clients.

What You’ll Do

• Provide day-to-day administrative support to financial advisors and the broader wealth management team
• Manage calendars, scheduling, appointments, and meeting coordination
• Answer and direct incoming phone calls and greet clients and visitors in a warm, professional manner
• Coordinate client meetings, including preparing meeting rooms, materials, and refreshments as needed
• Prepare, organize, scan, copy, and maintain client and firm documents
• Assist with mail, incoming and outgoing correspondence, deliveries, and office communications
• Maintain accurate electronic and physical filing systems and ensure documents are organized and easily accessible
• Assist with client account paperwork, forms, signatures, and other administrative requests
• Support the team with data entry and updating client information in the firm's systems
• Assist with preparing reports, spreadsheets, presentations, and meeting materials
• Coordinate office supplies, equipment, and general office needs
• Assist with scheduling and coordinating meetings with clients, prospects, vendors, and other professional contacts
• Provide administrative support for client appreciation activities, events, and firm initiatives
• Handle confidential client and firm information with a high degree of discretion and professionalism
• Provide general administrative and organizational support to leadership and advisors as needed
• Help ensure the office maintains a polished, professional, welcoming environment

What You’ll Need to Succeed

• 2-5 years of administrative or office support experience
• Experience supporting professional services, financial services, wealth management, legal, accounting, or similar professional environment preferred
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Professional, polished, and personable approach when interacting with clients and colleagues
• Ability to manage multiple priorities while maintaining accuracy and follow-through
• Strong customer service mindset and genuine interest in helping others
• Ability to anticipate needs, take initiative, and work independently
• High level of discretion and comfort handling confidential information
• Proficiency with Microsoft Office, including Word, Excel, and Outlook
• Experience with CRM or client management systems preferred
• Ability to learn new software, systems, and processes quickly
• High school diploma or equivalent required; college degree preferred

What This Company Offers You

• Opportunity to work closely with experienced wealth management professionals
• Collaborative and professional boutique work environment
• Comprehensive health, dental, and vision coverage
• Short-Term Disability, Long-Term Disability, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• Vacation
• 11 paid holidays
• Employee Assistance Program
• Professional development opportunities, including tuition reimbursement and training programs

Compensation: $25.00 -$30.28 per hour, depending on experience and qualifications.

The Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, the Company complies with applicable state and local laws governing nondiscrimination in employment at its location.