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Financial Operations & Client Services Assistant

Job in Fairfield, Solano County, California, 94533, USA
Listing for: TalentLink Solutions
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in California is seeking a proactive Financial Advisors' Assistant to support operations and administrative tasks. The ideal candidate will have over a year of experience in financial services, strong organizational and communication skills, and familiarity with relevant industry software. Responsibilities include processing client requests, handling paperwork, and ensuring efficient operations within the team. Join a collaborative environment focused on client success and professional development.
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