Financial Advisor Administrative Assistant / Client Service Associate
Location: La Mesa, CA | Job Type: Full-time, in-person, salaried (nonexempt)
Salary: $55,000-$65,000 annually, based on experience
Join Our Team!
Are you highly organized, dependable, personable, and someone who takes pride in providing exceptional service?
We are an established financial advisory practice in La Mesa, California, seeking a motivated and detail-oriented
Financial Advisor Administrative Assistant / Client Service Associate to join our team.
This is an excellent opportunity for someone who enjoys working with people, thrives in a professional office
environment, and wants to become an important part of a client-focused business.
Our clients rely on us to help manage important aspects of their financial lives. We believe outstanding service,
attention to detail, and genuine relationships are essential to their experience.
We are looking for someone who takes ownership of their responsibilities, anticipates needs, and helps keep our
office running smoothly.
What You Will Do
Client Service & Communication
• Serve as a friendly, professional first point of contact for clients by phone, email, and in person.
• Respond to client inquiries, coordinate requests, and ensure timely follow-up.
• Assist clients with routine account service needs and administrative questions.
• Help create a welcoming and positive experience for every client.
• Maintain strict confidentiality of sensitive personal and financial information.
Financial Advisor Support
• Manage advisor calendars, schedule appointments, and coordinate client meetings.
• Prepare client meeting materials, reports, correspondence, and presentations.
• Assist with new account paperwork, account maintenance, transfers, distributions, and other administrative
requests under advisor direction.
• Track outstanding paperwork and client service requests through completion.
• Coordinate with financial institutions, custodians, and back-office support teams.
Office Administration & Organization
• Help manage daily office operations and maintain an organized, professional environment.
• Maintain accurate client records, electronic files, and internal databases.
• Assist with accounts payable, office expenses, basic bookkeeping, and QuickBooks reporting.
• Order supplies, coordinate vendors, and manage general office correspondence.
• Assist with recordkeeping and compliance-related administrative procedures.
Client Relationships & Team Support
• Assist with client appreciation activities, events, and communications.• Support client correspondence, mailings,
and occasional marketing initiatives.
• Work collaboratively with advisors and other team members.
• Identify opportunities to improve office processes, efficiency, and the client experience.
• Provide additional administrative support as needed.
What We Are Looking For
We believe the right attitude, work ethic, and experience are more important than a particular degree.
Qualifications
• Previous administrative, office support, or client service experience.
• Excellent organizational skills and strong attention to detail.
• Outstanding written and verbal communication skills.
• Professional, friendly, and confident when interacting with clients.
• Ability to manage multiple priorities and follow through on responsibilities.
• Strong proficiency with Microsoft Outlook, Word, Excel, and general office technology.
• Ability to learn new software and office procedures.
• High level of integrity, discretion, and respect for confidentiality.
• Self-motivated, dependable, resourceful, and comfortable working independently and as part of a team.
Experience That Would Be Helpful
• Previous experience in financial services, banking, insurance, accounting, or another professional office.
• Familiarity with financial account paperwork and client service processes.
• Experience using QuickBooks, customer relationship management (CRM) software, or similar office systems.
• Experience supporting a financial advisor, executive, or small business owner.
Financial services experience is a plus, but not required. We are willing to train the right individual.
What We Offer
• Competitive annual salary of $55,000-$65,000, based on experience.
• Full-time, stable position in a professional office environment.
• Opportunity to develop valuable skills in the financial services industry.
• Supportive, collaborative team atmosphere.
• Meaningful work helping clients and supporting long-term relationships.
• Opportunity for professional growth and expanded responsibilities.
• Health, dental, vision, and life insurance.
• 401(k) with employer matching and profit sharing, subject to plan eligibility requirements.
• Paid vacation, paid holidays, and paid sick leave.
Who Will Thrive Here?
Our ideal candidate genuinely enjoys helping others, takes pride in doing things correctly, and understands that even
the smallest details matter.
You do not need to know everything about financial services on day one. What matters most is your willingness to
learn, your commitment to excellent service, and your ability to take initiative.
If you are looking for more than just another administrative job and want to become a valued part of a professional
team, we would love to hear from you.
How to Apply
Please submit your resume via email, along with a brief introduction explaining why you would be a good fit for this position.
We look forward to meeting you!
Employment is contingent upon successful completion of applicable background screening and any other checks
required for the position.
Principals only. Recruiters, please don't contact this job poster.