Receptionist​/Administrative Assistant - Remote San Jose, CA

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance.

Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

We are seeking a driven and detail-oriented Receptionist/Admin Assistant to join our team. This fully remote position is ideal for someone with a heart for service who aligns with our mission. The ideal candidate will be tech-savvy, possess exceptional communication skills, and thrive in an environment that prioritizes generosity, integrity, and making a difference.

• Answer and manage phone calls, emails, and client inquiries with professionalism and care.
• Schedule and coordinate appointments using Google Calendar.
• Maintain and update records using Google Sheets and Docs.
• Use AI tools such as ChatGPT to create emails, templates, and assist with content creation as needed.
• Provide outstanding customer service to clients and vendors.
• Assist with administrative tasks, data entry, and invoicing.
• Support the management team on special projects or additional duties as needed.

• Strong proficiency in Google Workspace (Sheets, Docs, Calendar).
• Familiarity with AI tools like ChatGPT for professional use.
• Professional and friendly phone personality.
• Excellent written and verbal communication skills.
• Highly organized, detail-oriented, and able to manage multiple tasks efficiently.
• Reliable internet connection and a suitable home office setup.
• A passion for serving others and aligning with our mission.

• Employee assistance program
• Flexible schedule
• Paid time off
• Professional development assistance
• Referral program

• 4 hour shift
• Monday to Friday

Work Location:

Remote