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Corient · 1 day ago

Administrative Assistant

San Diego, CA

Full-time

Onsite

Entry Level

$16.90/hr - $26.39/hr

2+ years exp

Corient is a rapidly growing wealth management platform in the United States that focuses on helping high-net-worth individuals and families preserve their wealth. The Administrative Assistant will provide essential administrative support, coordinate client interactions, and ensure smooth office operations.

AdviceConsultingWealth Management

No H1B

U.S. Citizen Only

Responsibilities

Provide day-to-day administrative support to the Partner, Wealth Advisors

Manage complex calendars, including scheduling client meetings, internal meetings, and travel arrangements

Prepare meeting materials, agendas, and follow-up items

Handle correspondence, phone calls, and emails in a professional and timely manner

Provide backup front desk coverage as needed to ensure a seamless client experience, including warmly greeting clients and visitors, answering phones, and routing inquiries appropriately

Coordinate client meetings, events, and firm-hosted activities

Assist with event logistics, including venue booking, catering, invitations, and RSVPs

Greet clients and visitors, ensuring a welcoming and professional office environment

Serve as a key point of contact between the Partner, advisors, and internal teams

Assist with workflow coordination and tracking of tasks and deadlines

Support compliance-related administrative processes (e.g., document tracking, recordkeeping)

Qualification

Administrative support experienceMicrosoft Office proficiencyOrganizational skillsTime management skillsWritten communication skillsVerbal communication skillsDiscretionProfessionalismCRM familiarityAttention to detail

Required

2+ years of administrative or executive support experience, preferably in financial services, wealth management, professional services, or a client-facing environment

Strong organizational and time management skills with the ability to prioritize competing requests

High attention to detail and accuracy

Excellent written and verbal communication skills

Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with CRM systems a plus

Ability to handle confidential information with discretion and professionalism

Must be 18 years of age or older

Must have unrestricted work authorization to work in the United States

Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement