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Client-Focused Wealth Management Assistant
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-09
Listing for:
Grant-Shannon Staffing
Full Time
position Listed on 2026-08-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Grant-Shannon Staffing is seeking a Wealth Management Assistant to support a team of advisors in a fast-paced, client‑focused wealth management environment. The role emphasizes meticulous organization, effective communication, and professional discretion to ensure a seamless client experience.
The ideal candidate will manage scheduling, maintain client data in CRM, prepare documents, and assist with events and broader operations.
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