Client‑Focused Administrative & Project Coordinator
Destination Wealth Management
Destination Wealth Management in Walnut Creek seeks an experienced administrative professional to support a fast-paced firm. You will handle clerical tasks, schedule client meetings, maintain client records, and help run day-to-day office operations with professionalism. You’ll manage calendars for partners and staff, prepare documents, scan and file, and assist with onboarding and client inquiries. Excellent organization, communication, and discretion are essential for success. #J-18808-Ljbffr Destination Wealth Management
Vacancy posted 2 days ago
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