Work with us.

We are a dynamic, rapidly growing independent wealth management firm in San Francisco that offers comprehensive wealth management services to individuals and families. We specialize in working with successful families in their peak career years and peak parenting years, addressing the myriad of decisions facing this demographic. 

Administrative Assistant/Office Manager 


We are seeking to add a new team member to provide exceptional administrative support to the partners and professional staff. We need an outstanding person. A problem solver with strong organizational skills and a positive, can-do attitude. The ideal candidate will have a proven track record of high caliber client service and the willingness and desire to take ownership of an important set of firm responsibilities. 

Duties & Responsibilities

  • Serve as the first point of contact for all clients when they call or visit the office, always making clients feel welcome and well supported at every point of contact 
  • Manage all office operations including answering the phone, preparing and mailing office correspondence, maintaining office equipment and ordering office supplies and kitchen items 
  • Coordinate all meeting logistics including scheduling and confirming client meetings, organizing internal/vendor meetings and assisting with meeting preparation as needed 
  • Maintain client information, including scanning and filing, ensuring all electronic and paper files are complete, orderly and kept secure 
  • Assist with all aspects of client reporting and communications, including quarterly investment reviews, performance reports, email blasts and holiday cards 
  • Provide support to Chief Compliance Officer to perform monthly, quarterly and annual compliance tasks 
  • Coordinate IT support with outsourced IT vendor 
  • Maintain Client Relationship Management (CRM) system 
  • Organize and maintain documentation of firm finances and coordinate with firm accountant 
  • Assist with client and employee onboarding and offboarding tasks 
  • Plan quarterly team events, birthdays, holiday dinner, etc. 
  • Provide support on special projects including CRM database, website, marketing and client events 

 Skills & Qualifications Required

  • 2+ years of work experience, wealth management industry preferred, college degree 
  • Personable, responsive, engaging and a client first attitude 
  • Mature, self-starter, willing to take complete ownership of areas of responsibility 
  • Highly organized with keen ability to prioritize and manage lots of different things 
  • Ability to work independently and take direction from multiple parties simultaneously 
  • Excellent verbal and written communication skills 
  • Good problem-solving skills and attention to detail 
  • Strong computer skills including advanced proficiency with Word and Excel 
  • Experience with CRM (Redtail) software is highly desirable 

Salary and Benefits

The firm offers comprehensive benefits that include: 

  • Compensation commensurate with skills and experience 
  • 15 days paid vacation and 10 paid holidays 
  • Quarterly bonus program 
  • 401k plan and employer profit sharing contribution 
  • Medical, dental, and vision insurance 
  • Ability to purchase long-term disability and life insurance at group rates 
  • Professional development budget 
  • Good work-life balance 
  • Complimentary financial planning and investment management for you and your direct family members


Qualified applicants should submit a cover letter and resume to