Wealth Management Admin Specialist | Client-Focused Support

New Level Resources; Camarillo (CA); On-site; USD 52,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer matching

Paid vacation

Job summary

New Level Resources is seeking an Administrative Assistant to support its wealth management team in-office in Camarillo. You'll handle scheduling, client communications, document preparation, and general administrative duties for a boutique advisory firm.

The role emphasizes confidentiality, discretion, and professional client service. Ideal candidates have 2–5 years in office support, strong MS Office skills, and experience with CRM systems.

Qualifications

• 2–5 years of administrative or office support experience.
• Experience supporting professional services or financial services preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication; professional client interactions.

Responsibilities

• Provide day-to-day administrative support to advisors and team.
• Manage calendars, scheduling, and meeting coordination.
• Answer calls and greet clients/visitors professionally.
• Prepare meetings, materials, and client documents.
• Maintain filing systems and assist with correspondence and office operations.
• Support data entry, client information updates, and reporting materials.

Skills

Administrative experience

Office software

Communication skills

Client service

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

CRM systems

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

New Level Resources is seeking an Administrative Assistant to support its wealth management team in-office in Camarillo. You'll handle scheduling, client communications, document preparation, and general administrative duties for a boutique advisory firm.

The role emphasizes confidentiality, discretion, and professional client service. Ideal candidates have 2–5 years in office support, strong MS Office skills, and experience with CRM systems.