Part-Time Administrative Assistant Job at Magellan Financial & Insurance Services, Inc., Walnut Creek, CA

dUVmQWRHSEFuR1p2dkcrbTNQSjJyS1hVQ2c9PQ==
  • Magellan Financial & Insurance Services, Inc.
  • Walnut Creek, CA

Job Description

Part-Time Administrative Assistant – Join a Boutique Financial Practice in Walnut Creek, CA! 🌟

Attain Wealth Protection, Inc. | $30/hour | | In-Office | 4 hrs/day

Are you highly organized, detail-driven, and experienced in annuities and insurance? Looking for a flexible part-time role where your work truly makes an impact? Attain Wealth Protection, Inc. is seeking a Part-Time Administrative Assistant to join our growing team in beautiful Walnut Creek, CA.

About Us

At Attain Wealth Protection, we specialize in helping individuals and families prepare for a secure retirement. Through strategic annuity and insurance solutions, and monthly educational seminars, we offer a personalized experience that puts the client first. Our small but passionate team is committed to excellence and service — and we’d love to bring on someone who shares that mindset.

What You’ll Be Doing

As our Administrative Assistant, you’ll be the right hand to our advisor and help keep our client experience smooth and professional. Your day-to-day will include:

  • Coordinating logistics for our monthly educational seminars and handling follow-ups
  • Managing appointment scheduling and keeping the advisor’s calendar on track
  • Entering client data accurately and keeping everything neat and organized
  • Assembling and prepping client files and presentation binders
  • Reaching out to seminar attendees and prospects to book appointments
  • Supporting office tasks using Microsoft Word, Outlook, and Excel
  • Maintaining a friendly, professional, and confidential approach in all client interactions

What We’re Looking For

  • Experience with annuities and retirement products is essential
  • Proficient in Microsoft Word and comfortable with Excel and Outlook
  • Strong attention to detail, great communication skills, and an organized mindset
  • Prior experience supporting a financial advisor or insurance office is highly preferred
  • Self-starter who can work efficiently and independently within a 4-hour/day schedule

🎯 If you’re looking for meaningful work in a stable, people-focused environment — and want flexibility while still using your industry expertise — we’d love to hear from you.

Apply now and help us continue providing top-tier service to those preparing for retirement with confidence.

Job Tags

Work at office, Flexible hours,

Similar Jobs

LHH

Attorney Job at LHH

 ...LHH Recruitment Solutions is seeking a Labor and Employment Attorney in Irvine, CA! Responsibilities Litigating discrimination cases Assisting a partner with discrimination and employment cases Qualifications 3 years of experience CA barred required... 

Signify Technology

Artificial Intelligence Researcher Job at Signify Technology

 ...questions in model efficiency and infrastructure optimization. Theyre currently looking for an AI Researcher with a strong background in deep learning and systems-level thinking. This role is ideal for someone whos less focused on application-layer AI and more... 

Blackstone Consulting, Inc.

Security Operations Scheduler Job at Blackstone Consulting, Inc.

 ...experience Two years in scheduling, payroll processing, and/or billing Proficiency in any scheduling and payroll software, e.g., ADP, Paychex, Valiant, TrackTik, Win Team, etc. Excellent organizational and time management skills Strong attention to detail and ability... 

IRONTON CONSTRUCTION LLC

Junior Interior Design Assistant Job at IRONTON CONSTRUCTION LLC

 ...Custom Homes, a premier luxury home builder, is seeking a Junior Interior Designer who embodies creativity, precision, and professionalism....  ...using Revit and SketchUp (proficiency required). Assist with space planning, material selections, and furnishing layouts... 

New Edge Associates a Talent Acquisition Firm

Relationship Manager Corporate Banking Job at New Edge Associates a Talent Acquisition Firm

 ...New Edge Associates is collaborating with a reputable banking partner that is currently hiring a detail-oriented and customer-focused Corporate Banking Relationship Manager in Miami, FL. The Corporate Banking Relationship Manager is responsible for maximizing wallet...