• Provide day-to-day administrative support to financial advisors and the broader wealth management team
• Manage calendars, scheduling, appointments, and meeting coordination
• Answer and direct incoming phone calls and greet clients and visitors in a warm, professional manner
• Coordinate client meetings, including preparing meeting rooms, materials, and refreshments as needed
• Prepare, organize, scan, copy, and maintain client and firm documents
• Assist with mail, incoming and outgoing correspondence, deliveries, and office communications
• Maintain accurate electronic and physical filing systems and ensure documents are organized and easily accessible

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.