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Operations Lead Wealth Advisory Team
Job in
Palm Desert, Riverside County, California, 92261, USA
Listed on 2026-02-13
Listing for:
Beacon Pointe Advisors LLC
Full Time
position Listed on 2026-02-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
A nationwide financial advisory firm is looking for an Office Management Associate to enhance daily operations in Palm Desert, CA. The role includes client communication, scheduling meetings, preparing for events, and supporting senior staff with administrative tasks. Candidates should possess strong organizational and interpersonal skills, alongside proficiency in Microsoft Office. This position offers an excellent opportunity to join a talented team dedicated to serving high-net-worth clients.
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