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Boutique Wealth Admin Concierge – Client-Facing
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-24
Listing for:
South Coast Investment Advisors
Full Time
position Listed on 2026-01-24
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: California
A boutique wealth management firm in California is seeking an Administrative / Personal Assistant. This in-office position requires a candidate with a background in mortgage, lending, or financial services. The role involves supporting daily operations, communicating effectively with clients, and ensuring a high-touch experience. Ideal candidates will be outgoing, organized, and comfortable managing multiple priorities. The firm offers competitive compensation and opportunities for growth.
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