Join a well-established and growing wealth management firm where your organizational skills, professionalism, and client-focused mindset will make a direct impact. This exciting administrative role supports an experienced Financial Advisor, Head Administrator, and collaborative team in a fast-paced and client-centered office environment.
WHY YOULL LOVE THIS ROLE
Opportunity to grow within a stable and successful financial advisory practice
Supportive, team-oriented environment with leadership exposure
Flexible part-time schedule with a variety of responsibilities each day
LOCATION: Sacramento, CA. SALARY: $24 - $26/hr. SCHEDULE: Long-Term | Mon: 10 am 5 pm | Tues/Wed: 10 am 4 pm | Thurs: 10 am 3 pm | Fri: 9 am 12 pm
THE ROLE
The Receptionist / Administrative Assistant will provide exceptional customer service while supporting day-to-day office operations, calendar coordination, and administrative functions for the team.
KEY RESPONSIBILITIES:
Provide professional and welcoming experience for clients in person and over the phone
Support daily office operations, including ordering supplies and managing office equipment
Conduct outbound calls to clients regarding appointments and follow-ups
Schedule meetings and appointments with prospective and existing clients through phone and email communication
Manage executive and advisor calendars while maintaining accurate client records and files
Assist with company events and occasional personal assistant tasks for the CEO
WHAT WERE LOOKING FOR:
3+ years of experience in a Receptionist or Administrative Assistant role
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
Experience using CRM systems and virtual meeting platforms
Strong communication, customer service, and organizational skills
Ability to multitask and work efficiently in a fast-paced environment
Positive attitude with a willingness to learn and grow professionally
DIVERSITY, EQUITY, AND INCLUSION STATEMENT
We are committed to fostering an inclusive workplace that welcomes diverse candidates. All qualified applicants will be considered regardless of background, identity, or status.
This position is offered through the Sacramento Branch of NW Staffing Resources. When applying through nwstaffing.com, please click Apply Here and select the Sacramento Branch for immediate consideration. Or contact our office directly at 916-993-4182 to speak with a Recruiter.
For more information regarding our company and employee benefits, please click on the links below.
About NW Staffing Resources
NW Staffing Employee Benefits
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