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Administrative Assistant-Part time(20-25 hours per week)

Are you a detail-oriented, organized professional looking to make a meaningful impact in the financial services industry? Our client seeks an enthusiastic part time Administrative Assistant to join their dynamic team! If you’re passionate about providing top-notch administrative support and thrive in a fast-paced environment, this is the perfect opportunity!

At Castlewatch Wealth, we offer a wide variety of services and solutions for financial advisory businesses. Located in downtown Glendale, our experienced team assess our clients; needs and implement solutions with their teams. We help successful advisors become equally successful business owners.

We value our employees’ time and efforts. Our commitment to your success is enhanced by a competitive

compensation of $20.00-23.00 per hour, depending on relevant experience.

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

As a part time Administrative Assistant, you will manage various administrative tasks in our downtown Glendale office, ensuring the smooth day-to-day operations of the practice. You will assist in maintaining organized records, scheduling meetings, and coordinating communications, helping to create an efficient and welcoming environment for both clients and team members. Additionally, you will support the Advisor by following Ameriprise Financial guidelines and their specific instructions, ensuring the practice runs seamlessly while upholding the highest standards of professionalism and compliance. Your attention to detail and ability to manage multiple priorities will be key in contributing to the overall success and smooth operation of the office.

To thrive, you should have:

• 2+ years’ related experience or equivalent combination of education and experience

• Proficiency in MS Excel, MS Word, Outlook, Adobe, Salesforce, and other software tools
• Solid written and verbal communication skills, with the ability to compose professional business correspondence
• Ability to manage multiple computer programs efficiently
• Familiarity with navigating financial websites and guiding clients through digital platforms

Your responsibilities as the part time Administrative Assistant will include:

• Greet clients and answer phone inquiries

• Process digital client files and manage post-meeting documentation
• Handle digital file management, scanning, and organization
• Process incoming and outgoing mail efficiently
• Support Outlook inbox management for licensed staff and assist in basic client service
• Utilize CRM and other software to complete various tasks

Ready to Elevate Your Career? 

Apply today and become a key player in our financial services team. We can’t wait to see how you’ll contribute to our success! 

Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.