Wealth Management Admin Assistant (Client-Facing)

Summit Wealth Management Group, Inc.; Camarillo (CA); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer matching

Vacation

11 paid holidays

Employee Assistance Program

Tuition reimbursement

Professional development opportunities

Short-Term Disability

Long-Term Disability

Life and AD&D insurance

Job summary

Summit Wealth Management Group, Inc. is seeking an Administrative Assistant to support our boutique wealth management team in Camarillo, CA. You will provide essential office and client support, ensuring confidentiality and polished client service in a close-knit environment.

The role requires 2–5 years of administrative experience, proficiency with Microsoft Office and CRM systems, and strong organizational skills. We offer comprehensive benefits and a collaborative, professional workplace.

Qualifications

• 2-5 years of administrative or office support experience.
• Experience supporting professional services, wealth management, or similar environments preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Professional, polished, and personable with clients and colleagues.
• Ability to manage multiple priorities with accuracy.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• CRM or client management system experience preferred.
• High school diploma or equivalent; college degree preferred.

Responsibilities

• Provide day-to-day administrative support to financial advisors and the wealth management team.
• Manage calendars, scheduling, appointments, and meeting coordination.
• Answer and direct incoming phone calls and greet clients and visitors professionally.
• Coordinate client meetings and prepare meeting rooms, materials, and refreshments as needed.
• Prepare, organize, scan, copy, and maintain client and firm documents.
• Assist with mail, correspondence, deliveries, and office communications.
• Maintain electronic and physical filing systems and ensure documents are accessible.
• Assist with client account paperwork, forms, signatures, and other administrative requests.
• Support data entry and updating client information in the firm's systems.
• Assist with preparing reports, spreadsheets, presentations, and meeting materials.
• Coordinate office supplies, equipment, and general office needs.
• Assist with scheduling and coordinating meetings with clients, prospects, vendors, and other contacts.
• Provide administrative support for client appreciation activities and firm initiatives.
• Handle confidential client and firm information with discretion and professionalism.
• Provide general administrative and organizational support to leadership and advisors as needed.

Skills

Microsoft Office

CRM experience

Client service

Organizational skills

Communication skills

Discretion

Education

High school diploma or equivalent

College degree preferred

Tools

CRM systems

Job description

Summit Wealth Management Group, Inc. is seeking an Administrative Assistant to support our boutique wealth management team in Camarillo, CA. You will provide essential office and client support, ensuring confidentiality and polished client service in a close-knit environment.

The role requires 2–5 years of administrative experience, proficiency with Microsoft Office and CRM systems, and strong organizational skills. We offer comprehensive benefits and a collaborative, professional workplace.