Client‑Focused Administrative & Project Coordinator
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-10
Listing for:
Destination Wealth Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Business Administration, Data Entry
Job Description & How to Apply Below
Destination Wealth Management in Walnut Creek seeks an experienced administrative professional to support a fast-paced firm. You will handle clerical tasks, schedule client meetings, maintain client records, and help run day-to-day office operations with professionalism.
You’ll manage calendars for partners and staff, prepare documents, scan and file, and assist with onboarding and client inquiries. Excellent organization, communication, and discretion are essential for success.
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