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Wealth Stewardship Coordinator & Partner Liaison

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Strazzeri Mancini, LLP
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A collaborative law firm located in California is seeking a dedicated assistant to support a partner within their Wealth Stewardship Program. The ideal candidate should have mastery in Excel and a background in Tax, Law, or Finance. This role involves managing the partner's schedule, ensuring workflows are streamlined, and participating in key client meetings. A high level of organization and assertiveness is necessary within this multifaceted in-office position.

Join a team where your analytical skills create meaningful momentum.
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