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

b0dCQzVsWXlkTzNPU2ZCVkpDTVZQcEt2cEE9PQ==
  • 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

Part time, Flexible hours,

Similar Jobs

ESPN

Sports Content Researcher (Charlotte) Job at ESPN

 ...the range as a writer to be creative and succinct -- and your passion for sports is the beating heart that fuels it all. This is the type of person who thrives as a Sports Content Researcher at ESPN. Our mission is simple to define but incredibly complex to deliver... 

FINITETEK INC

Accounting Clerk Job at FINITETEK INC

 ...processes as needed. Qualifications Proven experience as an AR/AP Clerk or in a similar role. Solid understanding of basic bookkeeping and accounting principles. High degree of accuracy and attention to detail. Solid MS Office and accounting software... 

Macy's

Director User Experience Design Job at Macy's

 ...Director, User Experience - Design New York, NY, United States Full time Schedule $182,760 - $304,560 Annually** based on...  ...BS in Design Required, preferably in UX-related fields of HCI, Industrial Design, Product Design, Architecture, or Graphic Design. Master... 

EBizCharge

Creative Content Writer Job at EBizCharge

 ...time position in our Irvine, CA headquarters and would report directly to the VP of Marketing. Links to writing samples required. EBizCharge is seeking a well-versed entry-level Content Writer who knows how to write for Software and Financial Industries. The right... 

TechLink Resources, Inc

Sr. Back-end Engineer (Node.js. Java) - Major Entertainment Company - NO H1B OR C2C Job at TechLink Resources, Inc

 ...Entertainment Company Location: Onsite Glendale, CA Tech Stack: Node.js (primary), Java, Spring Boot (secondary) Join our Tech Team...  ...and build scalable, backend services using Node.js and Java Develop RESTful APIs and contribute to microservices architecture...