Office Administrative Assistant

Overview

South Coast Investment Advisors is growing, and we’re looking for an Administrative / Personal Assistant to become a key part of our boutique wealth management team.

This is an in-office role for someone with a mortgage, lending, or financial services background who is also outgoing, warm, and client-facing. Our clients expect a high-touch, white-glove experience, and this role plays a big part in making them feel known, welcomed, and taken care of.

You’ll support day-to-day office operations while interacting with clients, coordinating schedules, and helping the firm continue to grow.

• Support daily office administration and operations
• Communicate with clients and help deliver a high-touch experience
• Assist with scheduling, coordination, and follow-through
• Process paperwork, forms, and client service requests
• Support events, meetings, and special projects
• Keep workflows organized, efficient, and moving forward

• Administrative experience in mortgage, lending, or financial services (strongly preferred)
• Friendly, outgoing, and confident communicating with clients
• Highly organized, detail-oriented, and deadline-driven
• Professional, proactive, and service-minded
• Comfortable juggling multiple priorities in a fast-moving environment

• ⏰ Full-time or part-time
• 📈 Real growth opportunity within a growing boutique firm
• 💰 Competitive compensation based on experience

If this sounds like you—or someone you know—DM us or apply through Linked In.