California Wealth Transitions
Administrative Assistant
California Wealth Transitions, Chula Vista, California, United States, 91911
Who We Are::
California Wealth Transitions (CWT) is a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with two offices in Brea, CA and San Diego, CA. California Wealth Transitions is a rapidly growing firm with over $800 million in assets under management. CWT provides highly personalized financial planning and wealth management services to over 600 families. Our focus is on families going through a wealth transition. With many of our clients being women led families going through a wealth transition.California Wealth Transitions growth is directly attributable to the quality of our employees. Our approach is to compensate our employees fairly, invest in their professional development, and strive to have a firm culture that results in happy employees who stay for the long term. We are an organization that genuinely cares about each other and our clients.Who You Are::California Wealth Transitions is seeking a dynamic and detail-oriented Administrative Assistant to join our team. The ideal candidate will be organized, proactive, and possess excellent communication skills. As an Administrative Assistant, you will play a key role in supporting our team of wealth management professionals and ensuring the smooth operation of our office.What You'll Do::Provide administrative support to financial advisors and other team members, including managing calendars, scheduling appointments, and coordinating meetings.Prepare and distribute correspondence, reports, and presentations as needed.Manage client inquiries and requests, ensuring timely and accurate responses.Assist in the preparation and processing of client paperwork, including account opening forms, transfer requests, and other documentation.Maintain client records and databases, ensuring accuracy and confidentiality.Coordinate with external vendors and service providers as needed.Assist in the organization of client events, seminars, and workshops.Perform general office duties, such as answering phones, managing mail, and ordering office supplies.Assist with special projects and initiatives as assigned by management.Uphold company policies and procedures, ensuring compliance with regulatory requirements.What You Bring::
High school diploma or equivalent required; Associate's or Bachelor's degree preferred.Proven experience in an administrative support role, preferably in a financial services or wealth management environment.Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other office software applications.Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively.Excellent verbal and written communication skills, with a keen attention to detail.Ability to maintain confidentiality and handle sensitive information with discretion.Demonstrated professionalism and ability to interact effectively with clients and team members.Familiarity with CRM systems and financial planning software is a plus.Must be authorized to work in the United States.
What We Offer::Join our team at California Wealth Transitions and contribute to our mission of helping clients achieve financial success and security. This is an excellent opportunity for a motivated individual to grow professionally in the wealth management industry while making a positive impact on the lives of others.To apply, please submit your resume and cover letter detailing your qualifications and interest in the position. We look forward to hearing from you!Benefits include: 401k with match, health/dental/vision insurance, opportunities to attend conferences and additional training. Salary range ($50,000 - $60,000 commensurate with education, experience and licenses).#IND1
California Wealth Transitions (CWT) is a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with two offices in Brea, CA and San Diego, CA. California Wealth Transitions is a rapidly growing firm with over $800 million in assets under management. CWT provides highly personalized financial planning and wealth management services to over 600 families. Our focus is on families going through a wealth transition. With many of our clients being women led families going through a wealth transition.California Wealth Transitions growth is directly attributable to the quality of our employees. Our approach is to compensate our employees fairly, invest in their professional development, and strive to have a firm culture that results in happy employees who stay for the long term. We are an organization that genuinely cares about each other and our clients.Who You Are::California Wealth Transitions is seeking a dynamic and detail-oriented Administrative Assistant to join our team. The ideal candidate will be organized, proactive, and possess excellent communication skills. As an Administrative Assistant, you will play a key role in supporting our team of wealth management professionals and ensuring the smooth operation of our office.What You'll Do::Provide administrative support to financial advisors and other team members, including managing calendars, scheduling appointments, and coordinating meetings.Prepare and distribute correspondence, reports, and presentations as needed.Manage client inquiries and requests, ensuring timely and accurate responses.Assist in the preparation and processing of client paperwork, including account opening forms, transfer requests, and other documentation.Maintain client records and databases, ensuring accuracy and confidentiality.Coordinate with external vendors and service providers as needed.Assist in the organization of client events, seminars, and workshops.Perform general office duties, such as answering phones, managing mail, and ordering office supplies.Assist with special projects and initiatives as assigned by management.Uphold company policies and procedures, ensuring compliance with regulatory requirements.What You Bring::
High school diploma or equivalent required; Associate's or Bachelor's degree preferred.Proven experience in an administrative support role, preferably in a financial services or wealth management environment.Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other office software applications.Strong organizational skills with the ability to prioritize tasks and manage multiple deadlines effectively.Excellent verbal and written communication skills, with a keen attention to detail.Ability to maintain confidentiality and handle sensitive information with discretion.Demonstrated professionalism and ability to interact effectively with clients and team members.Familiarity with CRM systems and financial planning software is a plus.Must be authorized to work in the United States.
What We Offer::Join our team at California Wealth Transitions and contribute to our mission of helping clients achieve financial success and security. This is an excellent opportunity for a motivated individual to grow professionally in the wealth management industry while making a positive impact on the lives of others.To apply, please submit your resume and cover letter detailing your qualifications and interest in the position. We look forward to hearing from you!Benefits include: 401k with match, health/dental/vision insurance, opportunities to attend conferences and additional training. Salary range ($50,000 - $60,000 commensurate with education, experience and licenses).#IND1