We are looking for a dedicated and detail-oriented Sr. Administrative Assistant to join a financial advisory firm based in Oakland, California. This position requires supporting high-net-worth clients, ensuring seamless client onboarding, and assisting advisors with meeting preparation and administrative tasks. As a contract-to-permanent opportunity, this role offers the potential for long-term career growth based on performance and business needs. Responsibilities: • Prepare comprehensive meeting materials and reports to support advisors working with high-net-worth clients. • Facilitate client onboarding by ensuring accurate completion of paperwork, maintaining client records, and managing follow-up tasks. • Deliver exceptional client service by addressing inquiries and building strong relationships. • Organize office logistics, including scheduling, mail coordination, and supply management, to enhance the client experience. • Demonstrate knowledge of financial products such as annuities, mutual funds, and alternative investments. • Assist in ongoing team and company training initiatives to stay updated on industry practices. • Provide mentorship and guidance to new client service team members.

• Previous experience in a financial advisory or client service role, particularly with high-net-worth individuals. • Excellent written and verbal communication skills to maintain professionalism and clarity. • Strong organizational skills with attention to detail and the ability to multitask effectively. • Ability to collaborate within a team environment while working onsite five days a week. • Familiarity with financial products and services, including annuities and investment funds. • Proficiency in calendar management and maintaining schedules for advisors. • Customer service expertise, with a focus on delivering superior experiences.

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Oakland, CA
onsite
Contract / Temporary to Hire
35.00 - 40.00 USD / Hourly
We are looking for a dedicated and detail-oriented Sr. Administrative Assistant to join a financial advisory firm based in Oakland, California. This position requires supporting high-net-worth clients, ensuring seamless client onboarding, and assisting advisors with meeting preparation and administrative tasks. As a contract-to-permanent opportunity, this role offers the potential for long-term career growth based on performance and business needs. Responsibilities: • Prepare comprehensive meeting materials and reports to support advisors working with high-net-worth clients. • Facilitate client onboarding by ensuring accurate completion of paperwork, maintaining client records, and managing follow-up tasks. • Deliver exceptional client service by addressing inquiries and building strong relationships. • Organize office logistics, including scheduling, mail coordination, and supply management, to enhance the client experience. • Demonstrate knowledge of financial products such as annuities, mutual funds, and alternative investments. • Assist in ongoing team and company training initiatives to stay updated on industry practices. • Provide mentorship and guidance to new client service team members.
2026-02-06T02:03:54Z