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Cooke Wealth Management

Administrative Assistant - Client Services

Cooke Wealth Management
Newport Beach, California, United States

Date Posted: 01/14/2016
Categories: Administrative - Financial Services/Insurance
Job Type: Part-Time

Job Description:

Cooke Wealth Management (COOKE) is seeking a reliable self-starter, with good organizational skills, for a key part-time Administrative Assistant-Client Services position. COOKE is a boutique wealth management firm in Newport Beach, California providing Financial Planning and Investment Management services from a Christian Perspective. The firm is looking to grow and values a team atmosphere and strong work ethic.




Provide customer service and act as additional point of contact for clients.  Support and assist Financial Adviser and Client Relations Specialist performing various administrative tasks. Represent COOKE to the public as the best faith based wealth management firm in the area.



  1. Interface with clients in handling service requests, on-going communication and scheduling.
  2. Answer and make calls on behalf of team, relaying all necessary information on a consistent basis.
  3. Collect financial data and operate management and planning software to track client data.
  4. Process investment servicing paperwork, verification of completion.
  5. Interface with Custodians and service provider personnel.
  6. Understand compliance requirements and office procedures.
  7. Assist in the management of company events, including scheduling, reservations, and attendance of workshops and speaking engagements (such events may occur after normal business hours).
  8. Handle incoming and outgoing mail, including mass mailings.
  9. Maintain filling; including client management software, electronic filing system, and physical filing.
  10. Monitor and order all office supplies.
  11. Maintain a clean and safe environment, reporting any property issues to management. 



High school graduate with 2+ years of college education. Minimum two years of business experience. Advanced in MS Excel, PowerPoint, Word and Outlook, including proficiency in Internet Explorer and general computer skills.



  • Effective time management/multi-tasking/ability to work independently with limited supervision under pressure
  • Excellent written and verbal communications skills
  • Detail oriented with a commitment to excellence/proactive/innovative
  • Problem solving skills
  • Teamwork – ability to collaborate in professional/constructive manner 



This position is 20 - 30 hours per week with room for growth within the company. Work days and hours are flexible, however hours must be scheduled in advance.


This position should act and dress in a manner commensurate with a professional office environment. Successful applicants will be required to undergo a background check (including a credit report), clerical and computer competency testing prior to an offer being extended to applicant. By the nature of our business we collect nonpublic confidential information about clients and those exploring becoming clients.  All employees are required to maintain strict confidentiality of such information as described in our compliance manual.



$17- $20/hour