×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Accounting & Finance

Client-Centric Wealth Management Assistant

Job in Agoura Hills, Los Angeles County, California, 91375, USA
Listing for: Jack Murad Wealth Management
Part Time position
Listed on 2026-02-18
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A growing Wealth Management Firm in Agoura Hills, CA is seeking a Wealth Management Assistant. This role involves greeting clients, maintaining databases, and preparing reports. Ideal candidates should have two to four years of relevant experience and skills in Microsoft Office. The firm values client-centric service and offers opportunities for career advancement. The position can be part-time for the right candidate and has Monday to Friday core hours, with additional hours on Saturdays during tax season.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search