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

STZnc1ZOWWFKbitqRUFDSHNDU3Z5czBSNXc9PQ==
  • 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

Sharp Management Corporation

Community Manager Job at Sharp Management Corporation

 ...Job description: As a Community Manager, you will be responsible for the daily operations of the property. You will represent our company...  ...logs Motivate team Manage contractors that have been engaged for services Ensure observance of safety regulations Conduct... 

PRACTICE

Spanish Speaking Middle School Tutor Job at PRACTICE

 ...Bilingual Education Champion ! Here's Why You'll Love This Role: About the Job: We are seeking dedicated in-person bilingual (Spanish) tutors to support multilingual learners in grades 68, four days a week (MondayThursday, 9:30 a.m.1:30 p.m.). The tutor will serve... 

80Twenty

Staff Backend Engineer Job at 80Twenty

80Twenty is a boutique marketing recruitment agency that connects high-growth companies with exceptional candidates. Want to build technology that truly moves the needle in healthcare? Join a fast-scaling, profitable healthcare services company independently grown...

United Gear & Assembly

CNC Mill Set up Operator - 3rd shift Job at United Gear & Assembly

 ..., cost effective solutions, delivered on time. CNC Machinist Mill Setup Operator We are looking for individuals with a stable...  ...to correct machine performance, applying practical knowledge of general machine operation. Inspects first-run piece and spot-checks succeeding... 

Dugan & Meyers

Construction Superintendent Job at Dugan & Meyers

 ...Perform Wastewater Treatment Superintendent to join our innovative construction team. This role focuses on managing and overseeing all...  ...requirements. Qualifications: ~8-10 years of relative job experience in the construction industry, with a preference for...