Administrative Assistant to Financial Advisor Ameriprise Financial - 3.8 Manhattan Beach, CA Job Details Part-time $21 - $26 an hour 6 hours ago Benefits Paid time off Flexible schedule Qualifications Teamwork Confidential information handling Microsoft Excel Microsoft Outlook Interpersonal skills English MFA Time management Mobile devices Full Job Description Administrative Assistant to Financial Advisor Part-Time to Full-Time Opportunity Position Overview We are seeking a professional, organized, and client-focused Administrative Assistant to support a Financial Advisor in a growing wealth management practice in Manhattan Beach. This is an entry-level opportunity within the financial services industry, and no prior industry experience is required. The ideal candidate is someone who communicates well, exercises sound judgment, maintains confidentiality, and enjoys helping others. This role involves working closely with one person in a high-trust, client-facing environment where professionalism and reliability are critical. Training will be provided on industry-specific systems, processes, and compliance requirements. The position is expected to begin part-time, with the opportunity to transition to full-time for the right individual. We are looking for someone who is interested in growing with the practice over the long term. Key Responsibilities Provide day-to-day administrative support to the Financial Advisor Manage calendars, appointments, scheduling, and follow-up activities Serve as a professional point of contact for clients Maintain client records, files, and documentation Assist with client onboarding and administrative processes Learn company systems, procedures, and compliance requirements Support a professional, organized, and client-focused office environment Minimum Qualifications Strong verbal and written communication skills Excellent organizational and time-management abilities Professional demeanor and sound judgment Ability to maintain strict confidentiality Proficiency in Microsoft Outlook, Word, and basic Excel Working smartphone capable of supporting business applications and multi-factor authentication Ability to work independently while remaining highly responsive and collaborative What We're Looking For Professional and trustworthy Calm under pressure Client-service oriented Adaptable and willing to learn Comfortable working closely with one person Strong work ethic and positive attitude Interested in long-term growth and development Why This Opportunity? If you're looking for an opportunity to learn, grow, and build a meaningful career in a professional environment, we'd love to hear from you. Prior financial services experience is not required. We are looking for the right person, not necessarily the perfect resume. This position offers the opportunity to begin part-time and grow into a full-time role while developing valuable skills, building strong relationships, and contributing to a growing practice.

Pay:

$21.00 - $26.00 per hour

Benefits:

Flexible schedule Paid time off Application Question(s): This position is built on trust, personal accountability, discretion, and exceptional service to clients. Please describe why those values are important to you and how they have shaped your professional approach. This role requires interacting professionally and respectfully with clients who have accumulated significant assets, own businesses, or hold professional leadership positions. What would make you successful in this type of environment?

Language:

ENGLISH (Required) Ability to

Commute:

Manhattan Beach, CA 90266 (Required)

Work Location:

In person