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Office Administrator/ Coordinator Data Entry

Wealth Client Services & Admin Specialist

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: JDH Wealth
Full Time position
Listed on 2026-01-12
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm located in Santa Rosa is seeking an entry-level Client Service Specialist. This role is ideal for someone who thrives in a collaborative environment, assisting with client interactions and administrative duties. Responsibilities include processing account paperwork, maintaining databases, and supporting client onboarding. The firm offers competitive benefits such as full premium coverage for health insurance and generous vacation time.

Ideal candidates will possess strong problem-solving skills and proficiency in Microsoft Office.
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