Executive Assistant/ Operations Manager

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Executive Assistant / Operations Manager (Part-Time) Location: Yorba Linda, CA Company: Ark Wealth Advisors About Ark Wealth Advisors: At Ark Wealth Advisors, we are a boutique wealth management firm focused on providing exceptional service to business owners and high-net-worth families. We pride ourselves on professionalism, integrity, and delivering a client experience that exceeds expectations. Position Overview: We are seeking a part-time Executive Assistant / Operations Manager to support our growing team in Yorba Linda, CA. The ideal candidate is extremely detail-oriented, highly organized, and proactive, with a strong background in financial services. This role is integral to helping our firm run smoothly and ensuring that both client and advisor needs are met with precision and care. Key Responsibilities: Provide high-level administrative support to the leadership team Manage client onboarding, account maintenance, and reporting processes Handle scheduling, calendar management, and meeting preparation Maintain and organize key documentation and CRM data with accuracy and attention to detail Serve as the liaison with custodians and vendors (primarily Charles Schwab and Advyzon) Assist in preparing presentations, client deliverables, and performance reports Oversee compliance and operational checklists to ensure firm protocols are followed Support special projects and initiatives as assigned Qualifications: Minimum 3 years of experience in financial services or wealth management Prior experience with Charles Schwab and Advyzon is required Exceptional organizational skills with a meticulous eye for detail Strong written and verbal communication skills Ability to manage multiple priorities and meet deadlines with minimal supervision Discretion and professionalism when handling confidential information Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems Work Schedule: Part-time, approximately 15–20 hours per week Located in Orange County or Riverside County is a must (in office only) Why Join Ark Wealth Advisors? Work with a highly professional and values-driven team Opportunity to grow with a firm committed to excellence and client care Flexible part-time schedule in a collaborative environment

Keyword: Customer Support

Price: $30.0

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