Trusted Administrative Assistant to Wealth Advisors

Career Group; Los Angeles (CA); Vor Ort; USD 52.000 - 68.000; Vollzeit

Zusammenfassung

Career Group is partnering with a prestigious wealth management firm to find an Administrative Assistant for their Century City office. The role supports a team of Wealth Advisors, managing calendars, meetings, and day-to-day priorities with discretion.

The ideal candidate is tech-savvy, highly responsive, and excels at follow-up and organization. This is a hands-on position in a collaborative environment that values warmth, hospitality, and a proactive, team-oriented mindset.

Qualifikationen

• 2–3+ years of administrative, coordinator, or related professional experience.
• Strong calendar management and scheduling skills.
• Excellent organizational skills and attention to detail.
• Exceptional follow-up and follow-through.
• Technically savvy and quick to learn new systems.

Aufgaben

• Provide day-to-day administrative support to a team of Wealth Advisors
• Manage busy calendars, schedule meetings, and coordinate shifting priorities
• Handle meeting logistics and ensure Advisors are prepared with the information they need
• Track open items and proactively follow up to ensure nothing falls through the cracks
• Assist with correspondence, documentation, and general administrative requests
• Maintain accurate information across internal systems and technology platforms
• Coordinate with internal teams and external contacts with professionalism and discretion
• Pick up on context quickly and anticipate next steps as priorities evolve
• Help create a seamless and welcoming experience for clients, guests, and colleagues
• Jump in on special projects and broader team or office needs as they arise

Kenntnisse

Calendar management

Organization

Follow-up

Communication

Hospitality mindset

Team player

Jobbeschreibung

Career Group is partnering with a prestigious wealth management firm to find an Administrative Assistant for their Century City office. The role supports a team of Wealth Advisors, managing calendars, meetings, and day-to-day priorities with discretion.

The ideal candidate is tech-savvy, highly responsive, and excels at follow-up and organization. This is a hands-on position in a collaborative environment that values warmth, hospitality, and a proactive, team-oriented mindset.