Administrative Assistant-Wealth Mgt

AppleOne Employment Services; Pasadena (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits

Growth opportunities

Job summary

AppleOne Employment Services in Pasadena, CA is seeking an Administrative Assistant, Wealth Management to greet clients, support advisors, and manage daily office operations in a warm, professional environment. This temp-to-hire role emphasizes client service, calendar management, and confidential handling of financial documents within a close-knit wealth management team.

This position offers a collaborative, family-oriented small-business atmosphere where teamwork and professionalism are

Qualifications

• Provide front desk, reception, and administrative support in a professional financial services office.
• Manage calendars, appointments, client communications, office records, and meeting coordination.
• Prepare correspondence, reports, financial documents, proposals, and administrative project materials.
• Support advisors, leadership, and office operations while maintaining client service.
• 2+ years of administrative, receptionist, client service, or office support experience.

Responsibilities

• Greet clients and visitors with a warm, professional, customer-focused approach.
• Answer and route incoming calls, manage calendars, schedule meetings, and support appointment coordination.
• Maintain client files, records, correspondence, and financial documents with accuracy and confidentiality.
• Assist with client communications, follow-up activities, proposal preparation, reports, and administrative projects.
• Coordinate daily office operations, maintain an organized work environment, and support advisors and leadership with special projects.

Skills

Administrative support

Reception

Client service

Office coordination

Communication

Teamwork

Tools

MS Word

Excel

Outlook

Job description

Job Summary

A growing wealth management and financial services firm in Pasadena, CA is seeking an Administrative Assistant, Wealth Management to serve as the Director of First Impressions for clients, visitors, and professional partners. This temp-to-hire opportunity is ideal for a polished, organized, and client-focused administrative professional who enjoys being the welcoming face of an office while supporting advisors and leadership with day-to-day operations. This role offers a positive, family-oriented small-business environment where teamwork, professionalism, and long-term relationships are valued. Candidates will have the opportunity to learn from experienced financial professionals, gain exposure to the wealth management industry, and explore a potential long-term career path in financial services. The team values supportive leadership, collaboration, attention to detail, and a commitment to helping clients feel confident and cared for.

Key Responsibilities

• Greet clients and visitors with a warm, professional, and customer-focused approach.
• Answer and route incoming calls, manage calendars, schedule meetings, and support appointment coordination.
• Maintain client files, records, correspondence, and financial documents with accuracy and confidentiality.
• Assist with client communications, follow-up activities, proposal preparation, reports, and administrative projects.
• Coordinate daily office operations, maintain an organized work environment, and support advisors and leadership with special projects.

Compensation and Benefits

• Pay range: $25.00 to $26.00 per hour.
• Employment type: Temp-to-hire.
• Benefits and professional growth opportunities are available.

Required Qualifications and Skills

• Provide front desk, reception, and administrative support in a professional financial services office.
• Manage calendars, appointments, client communications, office records, and meeting coordination.
• Prepare correspondence, reports, financial documents, proposals, and administrative project materials.
• Support advisors, leadership, and office operations while maintaining a high level of client service.
• 2+ years of administrative, receptionist, client service, or office support experience.
• Proficiency with Microsoft Word, Excel, Outlook, and general office technology.
• Strong communication, interpersonal, and client service skills.
• Highly organized, detail-oriented, resourceful, and able to manage multiple priorities.
• Professional appearance, positive attitude, and strong sense of discretion with confidential information.
• Ability to work effectively in a close-knit, collaborative, family-oriented office environment.

Preferred Qualifications

• Experience in financial services, banking, insurance, wealth management, or professional services.
• Interest in personal finance, investments, financial planning, or long-term growth in the financial services industry.
• Desire to learn from experienced professionals and potentially pursue a future Financial Advisor career path.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.