The Administrative Assistant serves as the first point of contact for clients and callers, creating a welcoming and professional office environment within a wealth management practice based in Riverside, CA. This role provides comprehensive administrative and operational support to two Financial Advisors and one Wealth Associate, ensuring smooth front desk operations, exceptional client service, and efficient coordination of daily office activities
Responsibilities:
Serve as the primary front desk contact by greeting and welcoming clients, visitors, and walk-in guests in a professional and friendly manner.
Answer, screen, and direct incoming phone calls and messages, ensuring prompt and accurate communication.
Manage scheduling and appointment coordination for advisors, including maintaining calendars and contact lists.
Oversee conference room scheduling, setup, and readiness to ensure rooms are prepared for advisor and client meetings.
Handle incoming and outgoing mail and deliveries, including distribution and basic mailroom support.
Perform general administrative duties such as filing, copying, scanning, data entry, and document archiving.
Order, track, and maintain office supplies and equipment to support daily operations.
Coordinate meeting logistics and provide support for internal meetings and client-facing events.
Assist with operational activities and office communications to support advisors and the broader team.
Support records management activities and maintain accurate and organized documentation.
Collaborate with team members to complete special projects and additional administrative tasks as assigned.
Provide consistent front desk coverage Monday through Friday, ensuring reliable reception and client service.
Uphold a professional office atmosphere and contribute to a positive client experience at all times.
Qualifications:
Experience working in a financial services or wealth management office environment.
Proven experience managing a busy front desk and serving as the first point of contact for clients.
Strong phone management skills, including answering, screening, and directing calls professionally.
Demonstrated customer service experience with a professional demeanor and excellent communication abilities.
Experience coordinating appointments, maintaining contact lists, and supporting advisor or executive schedules.
Proficiency with Microsoft Office applications, including Outlook, Word, and Excel.
Experience with customer relationship management (CRM) systems.
Strong organizational skills with the ability to multitask and prioritize in a fast-paced office setting.
Ability to maintain confidentiality and exercise discretion when handling sensitive information.
Experience supporting mailroom and office operations, including mail handling and distribution.
Experience coordinating events or client-facing meetings.
Experience managing conference rooms, including scheduling and ensuring room readiness.
Experience with records management and document organization.
Preferred:
Prior experience in a professional wealth management or financial services setting in the Riverside or greater Southern California area is a plus.
Work experience in event coordination, including planning and supporting client or internal events is a big plus.
Experience supporting multiple stakeholders, such as Financial Advisors and Wealth Associates, in a collaborative office environment.
Comfort working with a variety of office technologies and systems to support administrative and operational tasks.
Attention to detail and a proactive approach to identifying and resolving office needs.
Ability to adapt to changing priorities while maintaining a high level of client service.
Job Type & Location
This is a Contract position based out of Riverside, CA.
Pay and Benefits
The pay range for this position is $26.20 - $27.50/hr.
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)
Job Type & Location
This is a Contract position based out of Riverside, CA.
Application Deadline
This position is anticipated to close on Oct 30, 2026.
Workplace Type
This is a fully onsite position in Riverside,CA.
About TEKsystems
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
