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Office Operations Associate – Wealth Management
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-07-30
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-07-30
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Beacon Pointe Advisors in Campbell, California, seeks an Office Management Associate to support daily operations and front-office activities for a wealth-management team serving high-net-worth clients.
This role requires a four-year degree, excellent communication and organizational skills, and proficiency with Microsoft Office and Salesforce. You will coordinate client meetings, manage the guest experience, prepare materials, and assist with events and office readiness.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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