Administrative Assistant

Corient•San Diego, CA

26d•$17 - $26•Onsite

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Requirements

2+ years of administrative or executive support experience, preferably in financial services, wealth management, professional services, or a client-facing environment
Strong organizational and time management skills with the ability to prioritize competing requests
High attention to detail and accuracy
Excellent written and verbal communication skills
Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with CRM systems a plus
Ability to handle confidential information with discretion and professionalism
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Responsibilities

Provide day-to-day administrative support to the Partner, Wealth Advisors
Manage complex calendars, including scheduling client meetings, internal meetings, and travel arrangements
Prepare meeting materials, agendas, and follow-up items
Handle correspondence, phone calls, and emails in a professional and timely manner
Provide backup front desk coverage as needed to ensure a seamless client experience, including warmly greeting clients and visitors, answering phones, and routing inquiries appropriately.
Coordinate client meetings, events, and firm-hosted activities
Assist with event logistics, including venue booking, catering, invitations, and RSVPs
Greet clients and visitors, ensuring a welcoming and professional office environment
Serve as a key point of contact between the Partner, advisors, and internal teams
Assist with workflow coordination and tracking of tasks and deadlines
Support compliance-related administrative processes (e.g., document tracking, recordkeeping)