South Coast Investment Advisors · 6 hours ago
Office Administrative Assistant
Orange County, CA
Full-time
Onsite
New Grad, Entry LevelSouth Coast Investment Advisors is a growing boutique wealth management firm, and they are seeking an Administrative / Personal Assistant to become a key part of their team. This role involves supporting day-to-day office operations, interacting with clients, and ensuring a high-touch experience.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
Outgoing, warm, and client-facing personality
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
Highly organized, detail-oriented, and deadline-driven
Professional, proactive, and service-minded
Comfortable juggling multiple priorities in a fast-moving environment
Preferred
Administrative experience in mortgage, lending, or financial services
Company
South Coast Investment Advisors
South Coast Investment Advisors specializes in wealth management for high-net worth individuals and their families.
Founded in 2009
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Chris Vizzi, CFP®
Co-Founder and Partner
Kelly Clyde
Partner & Registered Principal*
Company data provided by crunchbase