This role offers a competitive salary, medical/dental/vision benefits, 401(k), and wellness packages.

We’re hiring a dynamic Administrative Assistant to join our high-performing Operations department. If your middle name is Efficient and you’re ready to elevate your career with a leading wealth management company, let’s go! As our Administrative Assistant, you would provide professional and targeted support to the Operations department in our downtown Santa Barbara, CA office and over time, adopt and learn different client service department functions.

With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.

Essential Duties and Responsibilities
• Greet clients
• Answer incoming calls and direct to appropriate parties
• Accept deliveries
• Prepare routine correspondence, labels and other documents as needed
• Order supplies from various vendors as necessary
• Document all activity in Salesforce (CRM)
• Provide client account information to other departments as required
• Perform administrative office duties including processing all incoming and outgoing mail
• Work on projects as needed
• Assist as needed with preparing presentations, preparing copies, distributing information, etc.
• Coordinate meetings, including catering services as needed or directed
• Maintain and update calendars for various team members
• Maintain lobby and kitchen area

Strategic Duties and Responsibilities
• Assist in the design, documentation and improvement of systems.
• Continually look for and recommend ways to improve and/or streamline functions.
• Special projects, as assigned.

General Duties and Responsibilities
• Contribute to a cohesive departmental unit. Promote team environment.
• Promote open communication channels.
• Adhere to all Company policies and procedures.
• Be prompt and regular with attendance.
• Work courteously and cooperatively with fellow employees, clients, vendors, consultants and general public.
• Speak your mind, have your voice heard, innovate and streamline existing processes, and enjoy coming to work each day

Supervisory Responsibilities
None

Qualifications / Education
• Proficiency with MS Word, Excel, PowerPoint and Outlook

General Requirements

Abilities:
• Ability to operate on-line and personal computers and appropriate software or program applications; communicate effectively over telephone or in person; follow oral and written instructions; prepare and maintain accurate and complete records and reports; multi-task and achieve deadlines.
• Ability to effectively present information and respond to questions.
• Ability to solve practical problems.
• Ability to interpret a variety of instructions given in written, oral, diagram or schedule form.

Tools and Equipment Used:
• Computer keyboard, monitor, personal computer, printer, copier, telephone.
• Knowledge of modern office methods and procedures; on-line computer operations; personal computer and appropriate software applications such as; MS Word, Excel, Outlook, Netscape Communicator and Intra/Internet tools (browser, etc.); html; database concepts; Internet business models including portals and search engines; all Intra/Internet functions and features.

Language & Mathematical Skills:
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.
• Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.

Work Environment & Physical Demands:
• While performing the duties of this job, the employee works in a well-lighted office area with controlled temperature.
• The noise level in the work environment is usually moderate.
• While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.

Bonus Skillset

• 2+ years’ proven experience in a client service role, ideally within the financial industry
• Experience with Fidelity/Schwab/TD custodial referral platforms
• Excellent attention to detail, multi-tasking, and time management skills
• Strong knowledge of modern office methods and procedures
• Working knowledge of Salesforce
• Exceptional ability to read, analyze, interpret, and present information
• Adept with mathematical concepts, writing reports, and business correspondence

Next steps?

Please submit your cover letter and resume outlining your detailed experience of proven success as an administrative assistant. We offer a competitive salary ($50,000 - $55,000 for this position plus bonuses), medical/dental/vision benefits, 401(k), and wellness packages.