Description
South Coast Investment Advisors is growing, and we’re looking for an Administrative / Personal Assistant to become a key part of our boutique wealth management team.
This is an in-office role for someone with a mortgage, lending, or financial services background who is also outgoing, warm, and client-facing. Our clients expect a high-touch, white-glove experience, and this role plays a big part in making them feel known, welcomed, and taken care of.
You’ll support day-to-day office operations while interacting with clients, coordinating schedules, and helping the firm continue to grow.
What you’ll do:
- 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
What we’re looking for:
- Administrative experience in mortgage, lending, or financial services (strongly preferred)
- Friendly, outgoing, and confident communicating with clients
- Highly organized, detail-oriented, and deadline-driven
- Professional, proactive, and service-minded
- Comfortable juggling multiple priorities in a fast-moving environment
In-office (South Orange County)
Full-time or part-time
Start ASAP
Real growth opportunity within a growing boutique firm
Competitive compensation based on experience
Pay: $25.00 - $35.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person