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Wealth Management Admin & Client Services Specialist
Job in
San Clemente, Orange County, California, 92674, USA
Listed on 2026-07-13
Listing for:
TalentLink Solutions
Full Time
position Listed on 2026-07-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Talent Link Solutions is seeking an Administrative Assistant for an in-office role in our wealth management practice. You will support day-to-day operations, greet clients, manage calendars, and assist with account paperwork to ensure a seamless client experience.
Ideal candidates have 1–3 years in wealth management or financial services, with strong communication, organization, and a client-focused approach. This role contributes to a white-glove service environment and client satisfaction.
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