Job Description

Working in a fast-paced environment, with successful financial advisors, we focus on financial planning and wealth management. We are seeking a professional, compassionate leader with exceptional communication and verbal skills to join our practice.

Must be an energetic professional who can wear multiple hats, with 5+ years of experience handling a wide range of administrative and executive support-related tasks with verifiable staff management experience. Our dedicated office manager is the key to our success with an excellent opportunity to use his/her management skills in a practice that values the efforts.

The focus of this role is on office workflow, to oversee and manage the tracking of the company goals and projects, handle emails, team management, and maintain office compliance.

This position requires strong follow-through, flexibility, decision making, and the capability of managing the daily challenges of a very busy office. Our Ideal candidate has industry knowledge on insurance, investments, and/or is licensed in the business.

Company Description

Independent Financial Advisory Firm located in Santa Clarita, CA