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 growing team! Reporting to our Director of Operations and supporting our Account Services and Advisory teams, you will provide outstanding daily administrative support and connect directly with clients.

An ideal candidate will want to, collaborate with, learn from, and contribute to a team of experienced professionals, and be an active, service-oriented, involved member of their community.

DUTIES

• Interacting with office guests as one of the initial points of contact with our office
• Contacting, responding to, and following up with clients
• Reviewing and maintaining client data and files
• Processing documents received with attention to detail and accuracy
• Prioritizing, multi-tasking and thriving in an evolving environment
• Building meeting agendas and hosting our monthly team meeting
• Identifying and filling gaps in processes and procedures
• Demonstrating the ability to handle confidential and sensitive information with discretion and integrity

REQUIREMENTS

• Optimistic, reliable and flexible attitude
• Strong verbal and written communication skills
• Ability and willingness to both collaborate and work independently
• Robust analytical skills, both in identifying problem issues and in evaluating solutions
• Proficiency in Microsoft Office
• Willingness to obtain Notary Public commission for the state of California
• Bachelor's degree preferred
• Previous professional office experience preferred

Wacker Wealth Partners LLC offers a company-wide bonus plan, client onboarding bonus, 401(k) with match, subsidized health/dental/vision insurance, paid holidays and paid time off, along with competitive salaries based on experience.