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Financial Advisory Administrative Assistant

Job in Irvine, Orange County, California, 92713, USA
Listing for: Equitable Advisors
Full Time position
Listed on 2026-10-12
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Finance Assistant
  • Finance & Banking
    Office Administrator/ Coordinator, Finance Assistant
Salary/Wage Range or Industry Benchmark: 50000 - 60000 USD Yearly USD 50000.00 60000.00 YEAR
Job Description & How to Apply Below

Equitable Advisors is seeking a Producer Assistant in Irvine, CA to support Producers with scheduling, client communications, and preparation of financial planning materials. The role is full-time and involves coordinating meetings, handling correspondence, and maintaining accurate records.

You will work closely with advisors and internal teams to ensure smooth execution of service requests and high-quality client experiences, enabling advisors to focus on relationship management and planning.

We invite applications for the Financial Advisory Administrative Assistant position located in Irvine, CA, United States.

The position is based in Irvine, CA, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 50.000 - 60.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Financial Advisory Administrative Assistant role in the description above.

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