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Wealth Advisory Assistant — Client & Admin
Job in
Claremont, Los Angeles County, California, 91711, USA
Listed on 2025-12-24
Listing for:
The Recruitment Council
Full Time
position Listed on 2025-12-24
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
Join a leading financial service provider as an Advisory Assistant, where your role will be pivotal in supporting advisors and enhancing client relationships. This position offers a dynamic environment where you'll engage with clients, manage documentation, and contribute to business growth through client retention and acquisition. You'll be part of a team that values integrity, accountability, and client service excellence.
If you have a knack for numbers, strong communication skills, and a passion for the financial sector, this opportunity is perfect for you to make a significant impact in a rewarding career.
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