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Proactive Client Services Administrator Wealth Advisory

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: In Touch Financial Services Advisory & Investments
Full Time position
Listed on 2026-07-29
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Proactive Client Services Administrator for Wealth Advisory

In Touch Financial Services is seeking an experienced Client Services Administrator in Oakland, CA. This role focuses on delivering exceptional client service and supporting the Lead Advisor with administrative duties and daily operations.

The right candidate will be proactive, detail-oriented, and capable of managing multiple priorities while maintaining accuracy and confidentiality in financial services.

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