Wealth Management Admin Assistant; Client-Facing
Listed on 2026-10-15
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration, Finance Assistant, Data Entry -
Finance & Banking
Office Administrator/ Coordinator, Business Administration, Finance Assistant
Summit Wealth Management Group, Inc. is seeking an Administrative Assistant to support our boutique wealth management team in Camarillo, CA. You will provide essential office and client support, ensuring confidentiality and polished client service in a close-knit environment.
The role requires 2–5 years of administrative experience, proficiency with Microsoft Office and CRM systems, and strong organizational skills. We offer comprehensive benefits and a collaborative, professional workplace.
We are seeking a motivated Wealth Management Admin Assistant (Client-Facing) to join Summit Wealth Management Group, Inc. in Camarillo, CA, United States.
This role is for the Wealth Management Admin Assistant (Client-Facing) role at Summit Wealth Management Group, Inc.
Consider building your career as a Wealth Management Admin Assistant (Client-Facing) at Summit Wealth Management Group, Inc.
The Wealth Management Admin Assistant (Client-Facing) position in the Management & Operations, Other field is open for applications.
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