Remote Administrative Coordinator for Wealth Advisory

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

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