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

dE9pK25lOFo0dlI2Mi9HOWJLcVUyZG5FYnc9PQ==
  • 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, Work at office, Flexible hours,

Similar Jobs

Diversified Benefit Services

Front Desk Receptionist Job at Diversified Benefit Services

 ...Other administrative support related duties and/or special project needs that may arise. Required Work Skills # Proven experience working with multi-line phone system. # Possess basic and accurate clerical/administrative support skills, which include... 

Amerit Consulting

Medical Office Associate Job at Amerit Consulting

 ...standard and complex office procedures and relating to other physician offices, providers, and families. Act as primary contact between hospital personnel, employees, vendors, managers and administration. Minimum Education: High School Diploma, GED, or equivalent... 

Chemours

Occupational Health Nurse Job at Chemours

 ...industrial infrastructure---sustainable solutions and more modern living depend on Chemours chemistry.Chemours is seeking an **Occupational Health Nurse** to join our growing **Health Services** team. This position will be available at our **Laporte, TX** location and report... 

Design Partners

Graphic Designer Job at Design Partners

 ...Graphic Designer Design Partners is seeking a Graphic Designer to work on a wide range of brand, digital, packaging and merchandising projects. Who we are We are Design Partners Its not just our name; its how we work. Being a true partner is about our... 

Mavensoft Technologies

Dispatcher - Utility Tree Crew Job at Mavensoft Technologies

 ...Role: Scheduling Coordinator Utility Tree Crew Duration: 6 Months (Contract) W2 Location: Wilsonville, OR (Hybrid) Hybrid schedule, expected to be onsite Tues - Thurs. Hours: 7:00AM to 3:30PM Mon-Fri Key Skills: Good Computer Skills, Quick Learner, Team...