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

cGRKMXFsVGhCVFZaNGNteXczZThaMlZ2QkE9PQ==
  • 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

Flexible hours,

Similar Jobs

Kaiser Permanente

Diagnostic Imaging Technologist-MRI-PD Job at Kaiser Permanente

 ...Maintains equipment, supplies and work area in accordance with department guidelines.+ Provides training and orientation to new MRI technologists and training of MRI technologists.+ Assists other technologists as needed.+ Performs MRI studies according to established... 

Pocketbook Agency

Executive Housekeeper Job at Pocketbook Agency

A private household in Bellevue, WA is seeking a detail-oriented and proactive Executive Housekeeper to manage the overall cleanliness, organization, and smooth day-to-day functioning of the home. This role is approximately 40% hands-on housekeeping, with additional responsibilities...

Lexitas Legal Talent Solutions

Associate Senior Counsel - Pharmaceutical Industry Job at Lexitas Legal Talent Solutions

 ...Our client, a global pharmaceutical company, seeks an experienced pharmaceutical industry attorney for a permanent position. This is an excellent long-term growth opportunity for an attorney looking for their next career move. The attorney will be primarily responsible... 

Dexian

File Clerk Job at Dexian

We are seeking a dependable and detail-oriented File Clerk to join our team in a fast-paced mailroom/vault environment. This role requires being on your feet for most of the day, handling physical file retrieval and storage tasks, and supporting records lifecycle management...

Bvlgari

E-Commerce & Client Services Manager Job at Bvlgari

 ...and merchandising. Engage with Google Reviews to maintain positive customer sentiment. Manage digital tools like Google My Business, Maps, and Shopping, ensuring accurate digital store information. Client Services Leadership Ensure excellence in customer...