Santara Wealth Management is hiring: Administrative Assistant in San Diego

Company Description

Santara Wealth Management is a forward-thinking, advisor-centric firm dedicated to empowering independent financial professionals with the tools, technology, and support they need to grow their practices and serve clients at the highest level. Our platform provides comprehensive solutions in compliance, portfolio management, financial planning, marketing, and back-office operations. This enables advisors to maintain their independence while scaling their business with confidence.

Role Description

This is a full-time hybrid role for an Administrative Assistant located in San Diego, CA, with some work-from-home flexibility. The Administrative Assistant will be responsible for day-to-day administrative and clerical tasks. Responsibilities include managing phone calls, providing executive administrative support, ensuring smooth communication within the team, and maintaining effective clerical operations. The position requires excellent organizational skills and the ability to handle multiple tasks efficiently.

Qualifications

• Administrative Assistance and Executive Administrative Assistance skills
• Strong Communication and Phone Etiquette skills
• Proficient in Clerical Skills and organizational tasks
• Ability to work independently and manage time effectively
• Strong written and verbal communication skills
• Proficiency with office software and tools
• Experience in the financial services industry is a plus
• Qualifications as an Administrative Assistant or Client Associate with Banking or Investment background are advantageous
• Investment and Insurance licenses preferred