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

bmhsZG1OZnhJc1g5S2VNVHZQcWR5QTJxWEE9PQ==
  • 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

Advanced Recruiting Partners

Contracts Coordinator Job at Advanced Recruiting Partners

 ...Job Summary We are seeking a detail-oriented Contracts Coordinator to join our pharmaceutical team in Research Triangle Park (RTP). In...  ...paced environment and can effectively balance in-office and remote work responsibilities. Key Responsibilities Contract... 

J & J Staffing Resources

Front Desk Administrator Job at J & J Staffing Resources

 ...Cherry Hill, NJ, is seeking a Front Desk Administrative Assistant to support their office during the upcoming tax season. This is a Part-Time Temporary role paying $22$25/hour depending on experience. Schedule: Late January through end of March (approximately 2... 

Jamison Professional Services, Inc.

Labor Relations Officer - DC/MD/VA Job at Jamison Professional Services, Inc.

Jamison Professional Services, Inc. (Jamison) is currently seeking a qualified and motivated candidate for the position of Labor Relations Officer. Job Title: Labor Relations Officer DESCRIPTION OF SERVICES: WMATA is undergoing a multi-year Strategic Transformation...

Maison Construction and Renovations

Administrative Assistant Job at Maison Construction and Renovations

 ...multitask effectively. This position is full-time, 40 hours of work per week. Some activities can be done remotely providing some daytime flexibility, but there will...  ...goals are achieved. Job Types: Full-time, Part-time Ability to commute/relocate: Richmond... 

Rummel Construction, Inc.

CDL Heavy Haul Transport Driver Job at Rummel Construction, Inc.

 ...CDL HEAVY HAUL TRANSPORT DRIVER The ideal candidate will be responsible for transporting heavy construction machinery and oversized...  ...You'll be working with a team of experienced drivers and pilot truck drivers to safely get our equipment from point A to point B. This...