Administrative Assistant to Financial Advisor

Administrative Assistant to Financial Advisor

Part-Time to Full-Time Opportunity

Position Overview

We are seeking a professional, organized, and client-focused Administrative Assistant to support a Financial Advisor in a growing wealth management practice in Manhattan Beach. This is an entry-level opportunity within the financial services industry, and no prior industry experience is required. The ideal candidate is someone who communicates well, exercises sound judgment, maintains confidentiality, and enjoys helping others. This role involves working closely with one person in a high-trust, client-facing environment where professionalism and reliability are critical. Training will be provided on industry-specific systems, processes, and compliance requirements. The position is expected to begin part-time, with the opportunity to transition to full-time for the right individual. We are looking for someone who is interested in growing with the practice over the long term.

Key Responsibilities

Provide day-to-day administrative support to the Financial Advisor
Manage calendars, appointments, scheduling, and follow-up activities
Serve as a professional point of contact for clients
Maintain client records, files, and documentation
Assist with client onboarding and administrative processes
Learn company systems, procedures, and compliance requirements
Support a professional, organized, and client-focused office environment

Minimum Qualifications

Strong verbal and written communication skills
Excellent organizational and time-management abilities
Professional demeanor and sound judgment
Ability to maintain strict confidentiality
Proficiency in Microsoft Outlook, Word, and basic Excel
Working smartphone capable of supporting business applications and multi-factor authentication
Ability to work independently while remaining highly responsive and collaborative

What We're Looking For

Professional and trustworthy
Calm under pressure
Client-service oriented
Adaptable and willing to learn
Comfortable working closely with one person
Strong work ethic and positive attitude
Interested in long-term growth and development

Why This Opportunity?

If you're looking for an opportunity to learn, grow, and build a meaningful career in a professional environment, we'd love to hear from you. Prior financial services experience is not required. We are looking for the right person, not necessarily the perfect resume. This position offers the opportunity to begin part-time and grow into a full-time role while developing valuable skills, building strong relationships, and contributing to a growing practice.

Pay: $21.00 - $26.00 per hour

Benefits:

Flexible schedule
Paid time off

Application Question(s):

This position is built on trust, personal accountability, discretion, and exceptional service to clients. Please describe why those values are important to you and how they have shaped your professional approach.
This role requires interacting professionally and respectfully with clients who have accumulated significant assets, own businesses, or hold professional leadership positions. What would make you successful in this type of environment?

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