Administrative Assistant

The Reserve Investments is an independent wealth management firm committed to delivering exceptional client experiences and objective financial advice. We pride ourselves on building trusted relationships with our clients, guiding them through life’s most significant financial decisions. By serving as dedicated advisors, our mission is to empower clients to achieve their long-term financial goals with confidence.

This is a part-time, on-site Administrative Assistant role based in Newport Beach, CA. The Administrative Assistant will manage daily clerical tasks, provide support to executives, coordinate schedules, handle phone correspondence professionally, and maintain organized records. This role is ideal for someone highly organized, detail-oriented, and committed to ensuring smooth office operations.

• Proficiency in Administrative Assistance and clerical tasks, including managing schedules and maintaining documents.
• Professional Phone Etiquette and strong verbal communication skills for client and team interaction.
• Experience in Executive Administrative Assistance to support leadership with efficiency and discretion.
• Attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• High level of organization and time management skills.
• Previous experience in a financial services office or similar environment is a plus.