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

WWhTOWsvN2ZpWCs4VlZtNm5WdFgrb0Y3VWc9PQ==
  • 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

Manpower

Sewers Job at Manpower

 ...various garment projects. The ideal candidate will have strong attention to detail, excellent communication skills, and a passion for sewing, which will align successfully in the organization. Job Title: Sewers Location: Mesilla Park, NM Pay Range: $13 to $15/... 

American Target Advertising, Inc.

Charitable Direct Marketing Copywriters Job at American Target Advertising, Inc.

 ...copy that persuades from donor emails and direct mail to landing...  ...by meaningful, purpose-driven work. Enjoy monitoring and learning...  ..., including working from home in other states. We believe...  ...than $7 billion in funds! In the process, we have created the world's largest... 

Allied Universal®

Security Officer Aluminum Mill Job at Allied Universal®

 ...retirement plan, employee assistance programs, company discounts, perks, and more. Allied Universal is looking for a Guard for a Aluminum Mill in Oswego NY Starting pay is $17.85 an hour with DailyPay available Wednesday - Saturday 12:00 am - 8:00 am As a Security... 

Christus Health

Surgical Technologist Certified, Surg General - PRN Job at Christus Health

 ...Demonstrates competency to monitor and control the surgical environment. Maintains proper traffic control, dress codes, and adherence to OR sanitation policies and procedures. Familiar with facility policy and procedure regarding decontamination, processing, and sterilization... 

Chick-fil-A

Janitor - Night Shift Job at Chick-fil-A

 ...training and support you need to succeed. Part of our mission to serve and care for our...  ...to stand for prolonged periods (entire shift), walk, bend, kneel, squat, stand, and lift...  ...schedule and arrive to work at the scheduled time Demonstrates integrity Strong...