Wealth Admin Assistant: Client-Focused, Growth-Oriented

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

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.