PartTime or FullTime Administrative Assistant

LWM ADVISORS INC; Cameron Park (CA); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health Reimbursement Plan

401(k)

Career Growth Opportunities

Training & development

Paid time off

Competitive salary

Competitive Compensation

Opportunity for advancement

Job summary

LWM ADVISORS INC in the United States is seeking an Administrative Assistant to support our office team. You will manage client records, schedule meetings, and handle routine tasks to keep operations running smoothly.

The role emphasizes strong written and verbal communication, organization, and accuracy. Flexible work-from-home options are available, with potential for growth into more client-facing responsibilities.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• Previous administrative assistant experience, ideally in financial services (3+ years).
• Proficient with standard office equipment and Microsoft Word/Excel.
• Highly organized with strong time management and prioritization skills.
• Reliable, detail-oriented, and good with deadlines.

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

Written communication

Verbal communication

Data entry

Organizational skills

Client communication

Education

High school diploma/GED

Bachelor's degree

Tools

Excel

Word

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.