Administrative Assistant

TOR Wealth Advisors; Folsom (CA); Remote; USD 34,000 - 47,000; Part time

Job summary

TOR Wealth Advisors, a boutique wealth advisory and multi-family office, seeks an Administrative Assistant to run TOR's operating rhythm—task queues, client meeting calendar, compliance calendar, reporting cycle, and marketing schedule. This role reports to the CEO and Advisor, working with the Financial Analyst and Operations Manager.

Located in Folsom, CA, mostly remote with occasional on-site needs. The position is part-time (15-24 hours/week) with a flexible schedule; compensation ranges

Qualifications

• Experience using Salesforce, Outlook, Excel and Word in a professional setting.
• Familiarity with mass-email tools for compliant client communications is a plus.
• Strong attention to detail and ability to manage calendars and reporting processes.

Responsibilities

• Own client and internal tasks in Zocks and Salesforce, coordinating with TOR team members.
• Generate on-demand reports from TOR's portfolio management and CRM systems.
• Support compliance tasks in collaboration with the compliance vendor and teammates.
• Respond to client needs and handle administrative tasks for clients.
• Maintain the marketing calendar and assist with administrative marketing tasks.

Skills

Salesforce

Outlook

Excel

Word

Mass-email tools

Tools

Zocks

Orion

Job description

Administrative Assistant

TOR Wealth Advisors is a boutique wealth advisory and multi-family office firm in the Sacramento area.Our mission is simple: TOR strives to increase our clients' financial and emotional security.

While relatively new (founded December 2021), TOR Wealth Advisors is a great place to work and grow because of our strong values, abundance mindset, and growth trajectory. We offer a flexible, mostlyremote work schedule and the opportunity to work side by side with a seasoned Advisor and a small, highperforming team. Because we are a small firm, you will have exposure to all aspects of the business. TOR is a dynamic, growing place early in its trajectory. Candidates for this role should expect to work on a variety of challenges and opportunities both with clients and internal to the firm.

Candidates who are most comfortable with clearly defined job duties and predictable, repeatable work environments or who do best with larger teams around them will most likely not be happy at TOR. Candidates who take satisfaction in precision, clean data, and processes that run the same way every time -- and who are comfortable owning decisions, pushing back when needed, and keeping a complex operation running smoothly -- are likely to find success.

We are currently seeking an Administrative Assistant to run TOR's operating rhythm: the task queue, client meeting calendar, compliance calendar, reporting cycle, and marketing schedule. This role ensures that everything our client relationships depend on happens on time, in the right order, and correctly the first time.

This role reports directly to the CEO and Advisor and works closely with our Financial Analyst and Operations Manager.

Location:Folsom, CA (Mostly Remote with occasional on-site needs)

Status: Part-time (15-24 hours/ week)

Schedule: Flexible; responsiveness during business hours desired

Compensation: $25.00 - $34.00 per hour, depending on experience

Primary Duties:

• Tasks: Own client and internal tasks in Zocks and Salesforce, and quarterback TOR team members to completion.


• Reporting: Generate on-demand reports out of TOR's portfolio management and CRM systems.


• Compliance: Support the compliance vendor and teammates in completing required compliance tasks.


• Clients: Respond to client needs and administrative tasks for clients.


• Marketing: Perform administrative marketing tasks, support efficient posting of content, and own the marketing calendar.


• Administrative: Manage the Advisor's calendar.


• Process and AI: Support Operations in building and monitoring AI-informed processes to make the above more efficient and automated.

Ideal Requirements:

• Proficiency in Salesforce, Outlook, Excel, Word, and massemail tools.


• Familiarity with Orion helpful but not required.


• Strong attention to detail and organizational skills.


• Resourceful and fluent with software tools.


• Strong written and verbal communication skills.


• Ability to work independently and remotely.


• Experience in financial services or documentationheavy environments helpful but not required.