Company Overview:
Mustang Private Wealth is a customer-centric wealth management firm based in San Luis Obispo, CA. We pride ourselves on providing exceptional service to our clients, who include individuals, families, and small business owners. Our mission is to empower our clients to make informed financial decisions and achieve their long-term goals.
Work Environment:
Our modern office setting offers a supportive and dynamic environment with opportunities for growth and professional development. We value a fun and collaborative atmosphere where teamwork and client satisfaction are paramount.
Job Summary:
We are seeking a highly motivated and detail-oriented administrative assistant to join our team. This role involves handling administrative tasks with the potential to assist in financial planning. The ideal candidate will have a strong passion for helping others navigate complex financial decisions and a genuine interest in the success of our clients.
Key Responsibilities:
- Provide exceptional client service through excellent interpersonal skills and a professional phone demeanor.
- Manage a variety of administrative tasks efficiently, ensuring accuracy and attention to detail.
- Develop and maintain expertise in our systems, processes, and workflows.
- Collaborate with the team to ensure seamless operations and contribute to the growth of our clients' financial well-being.
Requirements:
- Strong interpersonal and communication skills.
- Detail-oriented with the ability to multitask effectively.
- Technologically fluent with proficiency in relevant software and systems.
- A genuine interest in financial services and client success.
- Ability to work in a fast-paced environment with a focus on customer satisfaction.
Career Opportunities:
This position offers the potential for career advancement within our organization. We are committed to supporting the professional growth of our team members and fostering a long-term career path at Mustang Private Wealth.
Knowledge of (or ability to learn) securities/investment rules and regulations is necessary.
Compensation will be competitive, with experience and required industry licensing (I.e. Series 7, CFP ) compensated for accordingly.