Overview
Administrative Assistant Jobs in San Diego Metropolitan Area at Seapoint Wealth Advisors
Title: Administrative Assistant
Company: Seapoint Wealth Advisors
Location: San Diego Metropolitan Area
Company Description
Seapoint Wealth Advisors is a client-focused wealth management firm committed to providing personalized financial planning and investment guidance. With a foundation built on the core value of treating clients like family, our team crafts customized financial plans tailored to each client’s unique goals, needs, and timelines. By collaborating with a client's professional network, such as CPAs, mortgage brokers, and attorneys, we ensure comprehensive financial coverage. Our mission is to assist clients through life's expected and unexpected changes, delivering expert counsel and earning their trust every step of the way.
Role Description
This is a full-time hybrid role for an Administrative Assistant, based in the San Diego Metropolitan Area with opportunities for remote work. The Administrative Assistant will support day-to-day administrative and clerical tasks, maintain professional communication with clients and team members, and assist executives in scheduling, organizing meetings, and managing documentation. Other responsibilities may include handling correspondence, performing data entry, and ensuring efficient office operations.
Qualifications
- Proficiency in Administrative Assistance and Clerical Skills
- Strong Phone Etiquette and effective written and verbal Communication abilities
- Experience with Executive Administrative Assistance tasks, such as scheduling and document organization
- Excellent organizational skills and attention to detail
- Proficiency with office software and tools, such as Microsoft Office Suite
- Ability to work independently and collaboratively in a hybrid environment
- Prior experience in a professional or financial services setting is a plus
