Wacker Wealth Partners, LLC, located in beautiful San Luis Obispo, California, provides comprehensive wealth management, financial and investment planning, and investment management services – on a strictly fee-only basis – to individuals, families, and fiduciaries (trusts, foundations, and estates).
We are seeking an Administrative Assistant to join our team. This is an administrative position that serve as the first point of contact in our office and over the phone. They will support the firm’s Admin Team and Advisory Team in servicing existing and new clients.
An ideal candidate will want to belong to an independent, fee-only RIA firm acting in a fiduciary capacity to its clients, collaborate with, learn from, and contribute to a team of experienced professionals, and be an active, service-oriented, involved member of their community.
DUTIES
REQUIREMENTS
Wacker Wealth Partners LLC offers a company-wide bonus plan based on firm profitability, 401(k) with match, subsidized health/dental/vision insurance, paid holidays and paid time off, along with competitive salaries based on experience.