Wealth Management Admin Assistant – Investment Services
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant -
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant
Fremont Bank is seeking an Administrative Assistant – Investment Services to support Wealth Management operations in Fremont, CA. This role handles heavy phones, client inquiries, and document uploads for broker-dealer systems, reporting to the Operations Manager and VP.
The position requires discretion with confidential client information and coordination with advisors and vendors. Ideal candidates will be organized, service‑minded, and capable of multitasking in a fast-paced environment with
This posting is for the Wealth Management Admin Assistant – Investment Services role at Fremont Bank, based in Fremont, CA, United States.
Join us at Fremont Bank as our next Wealth Management Admin Assistant – Investment Services in Fremont, CA, United States.
We are currently recruiting a Wealth Management Admin Assistant – Investment Services for our team in Fremont, CA, United States.
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