Office Assistant

Office Assistant

Our client, a wealth management firm, is seeking a polished and detail-oriented Office Assistant to support their team in San Diego, California. This role is ideal for someone who enjoys working in a professional, client-focused environment and is comfortable balancing administrative responsibilities with client service. The successful candidate will help ensure the office runs smoothly while providing a welcoming experience for clients and supporting the wealth management team.

Responsibilities:

• Provide day-to-day administrative support to the wealth management team
• Answer and direct incoming phone calls and respond to general inquiries
• Greet clients and visitors in a professional and welcoming manner
• Manage incoming and outgoing mail, packages, and correspondence
• Schedule meetings, appointments, and conference rooms
• Prepare, scan, copy, and organize client documents
• Enter and maintain accurate client and account information in internal systems
• Assist with opening and maintaining client files and records
• Prepare spreadsheets, reports, and other administrative documents
• Coordinate office supplies, equipment, and general office needs
• Assist with client communications and follow up on administrative requests
• Handle confidential client and financial information with discretion
• Support special projects and additional administrative tasks as needed