Part-Time or Full-Time Administrative Assistant

LWM ADVISORS INC; Cameron Park (CA); Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health Reimbursement Plan

401(k)

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Competitive Compensation

Career Growth Opportunities

Job summary

LWM Advisors Inc. in California is seeking an Administrative Assistant to support our office and help keep client records organized. You will schedule meetings, assist with marketing efforts, prepare documents, and handle routine data entry and clerical tasks.

The ideal candidate is highly organized with excellent written and verbal communication skills, comfortable using Excel and Word, and able to work with flexibility—part-time or full-time—while enjoying opportunities for advancement.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• 3+ years experience as Administrative Assistant or similar role, preferably in financial services.
• Familiarity with standard office equipment such as printers and fax machines.
• Excellent computer skills and knowledge of Microsoft Word and Excel.
• Highly organized with excellent time management and ability to prioritize projects.
• Consistent and reliable with strong attention to detail.

Responsibilities

• Maintain client records across internal systems.
• Schedule client meetings and send preparatory information to clients.
• Send digital and physical documents to clients and assist with completion.
• Input data into Excel and software.
• Help prepare for marketing efforts.
• Assist with other administrative tasks as needed.
• Opportunities for growth into client-facing tasks, including participating in client meetings.

Skills

Time management

Attention to detail

Organizational skills

Education

High school diploma/GED

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Job description

Benefits:

• Health Reimbursement Plan
• 401(k)
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include maintaining client records across internal systems, scheduling client meetings and assisting in preparation, sending documentation to clients, routine administrative tasks, data entry, and assisting with marketing efforts. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor. We are open to either a part-time or full-time position.

Responsibilities

• Maintain client records across internal systems
• Schedule client meetings and send preparatory information to clients
• Send digital and physical documents to clients and assist with completion
• Input data into Excel and software
• Help prepare for marketing efforts
• Assist with other administrative tasks as needed
• Opportunities for growth into client-facing tasks if desired, including, but not limited to, participating in client meetings

Qualifications

• High school diploma/GED required, Bachelor's degree preferred
• Previous experience as an Administrative Assistant or in a similar position, ideally within the financial services industry is, preferred (3+ years)
• Familiarity with standard office equipment such as printers and fax machines
• Excellent computer skills and knowledge of Microsoft Word and Excel
• Highly organized with excellent time management skills and the ability to prioritize projects
• Consistent and reliable
• Attention to detail

Flexible work from home options available.