Private Wealth Administrative Assistant

DRUM Associates; Los Angeles (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

DRUM Associates in Los Angeles seeks an organized Administrative Assistant to support multiple wealth advisors with day-to-day operations and scheduling. You will help keep calendars and meetings on track, coordinating materials and follow-up items for client meetings.

As a trusted point of contact, you will manage inquiries, coordinate travel, and maintain records using Outlook, Salesforce, and internal systems, with a clear path for long-term growth in wealth management.

Qualifications

• Bachelor’s degree required.
• 2+ years of administrative or professional support experience.
• Experience supporting multiple senior professionals.
• Strong calendar management and scheduling experience.
• Proficient with Outlook and Microsoft Office; Salesforce experience preferred.

Responsibilities

• Partner with Wealth Advisors to boost productivity with administrative support.
• Manage complex calendars and schedule internal and client meetings.
• Prepare meeting materials and reports for advisors and clients.
• Serve as a point of contact for client inquiries.
• Coordinate business travel and related logistics.

Skills

Calendar management

Executive support

Organizational skills

Prioritization

Fast-paced environment

Education

Bachelor’s Degree

Tools

Microsoft Outlook

Microsoft Office

Salesforce

Job description

We are partnered with a leading Private Wealth Management firm seeking a highly organized and dependable Administrative Assistant to join their Los Angeles team. This individual will serve as a critical partner to multiple advisors, providing day-to-day administrative support and helping keep schedules and logistics organized and on track. The role offers comprehensive training, direct client exposure, and a strong long-term path within wealth management.

What You’ll Do

• Partner with multiple Wealth Advisors to improve productivity and efficiency through high-quality administrative and operational support
• Manage complex calendars, scheduling and coordinating internal and client meetings
• Prepare advisors for client and prospect meetings by coordinating presentations, meeting materials, reports, and other necessary information
• Serve as a key administrative point of contact for client inquiries and requests, ensuring needs are addressed promptly and appropriately
• Proactively communicate with advisors regarding priorities and other matters affecting their practices
• Coordinate business travel, including flights, hotels, transportation, and related logistics
• Maintain accurate information and records using Microsoft Outlook, Salesforce, and other internal systems
• Manage multiple priorities simultaneously, adjusting support based on the workload and needs of each advisor

What We’re Looking For

• Bachelor’s Degree
• 2+ years of administrative, executive assistant, or professional support experience
• Experience supporting multiple senior professionals, executives, advisors, or client-facing teams
• Strong calendar management and scheduling experience
• Proficiency with Microsoft Outlook and Microsoft Office
• Experience with Salesforce or a similar CRM preferred
• Exceptional organizational skills and attention to detail
• Ability to independently prioritize and execute multiple tasks and projects in a fast-paced environment