What are the responsibilities and job description for the Executive Assistant and Client Services position at Life By Design Investment Advisory Services?
We are seeking a highly organized and personable Executive Assistant and Client Services professional to join our boutique team of five at Life By Design Investment Advisory Services in Dana Point, CA.
Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.
This position offers the opportunity to support the CEO and contribute to the efficient functioning of our growing wealth management firm, ensuring exceptional service for our high-net-worth clientele.As part of a smaller firm, this role requires a broad range of skills, including office management, client engagement, and community outreach.
The ideal candidate will thrive in a dynamic environment and possess experience in a Registered Investment Advisor (RIA) setting or a related field.
