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

NnlnTC9mQ2t3Z29TbWxqcTV5RHRSNXZickE9PQ==
  • 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

Somewhere

Google Ads / Facebook Ads Specialist Job at Somewhere

 ...Only English CVs will be accepted. Position : Google Ads / Facebook Ads Specialist Working Schedule : 8a-5p CST Salary Range...  ...client) Job Summary: Were hiring a paid ads specialist to manage and optimize ad campaigns across Facebook, Google, and... 

Back Bay Digital

Experienced Facebook, Meta Ads Manager, Media Buyer for Local Services Clients Job at Back Bay Digital

 ...local businesses thrive online to get more qualified leads via Facebook/Meta Ads. Only applications with the hashtag below in this post will...  ...We are seeking a freelance or part-time Facebook (Meta) Ads Manager / Media Buyer to help us with our clients' Meta Ads accounts.... 

Net2Source Inc.

Apparel Designer Job at Net2Source Inc.

 ...design, color design, technical design, development, costing & sourcing, and product line management. ~ A Bachelors degree in Fashion, Materials, Graphics, Product Design, Human Body Design and four (4) years of experience in job offered or in a designer-related... 

AmeriCare Plus

Live-In Companion - Pulaski Job at AmeriCare Plus

 ...Live-In Caregivers Needed! Do you have a heart for caregiving but dont enjoy shift work? Are you looking for a schedule you can count on to plan family time? If so, You may be looking for a career as a Live-In Caregiver providing one-on-one care living in a Client... 

Hawthorne Lane

Various Administrative & Executive Assistant Roles across Several Industries including Non-profit and Corporate! Job at Hawthorne Lane

 ...and Executive Assistant roles in Washington, DC, Maryland, and Virginia. We work with trusted clients across industries such as non-profits/associations, finance and private equity firms, consulting/PR firms, real estate companies and many more. Hawthorne Lane welcomes...