Administrative Assistant

Company Description Ronald Coleman Advisors offers a wide range of independent financial services to help clients address their key financial objectives in a meaningful manner. With a focus on evolving wealth management strategies tailored to individual needs, Ronald Coleman Advisors utilizes sophisticated analytical tools from LPL Financial to navigate future changes. The firm provides a competitive and transparent unified fee structure, compensating advisors based on performance rather than transactions. Role Description This is a part-time on-site role for an Administrative Assistant at Ronald Coleman Advisors in Claremont, CA. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, demonstrating excellent communication skills, and assisting with executive administrative tasks and clerical duties on a daily basis. Qualifications Administrative Assistance and Executive Administrative Assistance skills Proficiency in Phone Etiquette and Communication Clerical Skills Excellent organizational and time management abilities Strong attention to detail and accuracy Proficiency in MS Office applications Experience in the financial services industry is a plus Associate's degree in Business Administration or related field preferred