Note: The job is a remote job and is open to candidates in USA. TOR Wealth Advisors is a boutique wealth advisory and multi-family office firm serving clients in the Sacramento area. The Administrative Assistant will manage the firm's operating rhythm, including task queues, calendars, compliance activities, reporting cycles, and marketing schedules, while supporting clients and internal operations.
Responsibilities
- Tasks: Own client and internal tasks in Zocks and Salesforce, and quarterback TOR team members to completion
- Reporting: Generate on-demand reports out of TOR's portfolio management and CRM systems
- Compliance: Support the compliance vendor and teammates in completing required compliance tasks
- Clients: Respond to client needs and administrative tasks for clients
- Marketing: Perform administrative marketing tasks, support efficient posting of content, and own the marketing calendar
- Administrative: Manage the Advisor's calendar
- Process and AI: Support Operations in building and monitoring AI-informed processes to make the above more efficient and automated
Skills
- Proficiency in Salesforce, Outlook, Excel, Word, and massemail tools
- Strong attention to detail and organizational skills
- Resourceful and fluent with software tools
- Strong written and verbal communication skills
- Ability to work independently and remotely
- Familiarity with Orion helpful but not required
- Experience in financial services or documentationheavy environments helpful but not required
Benefits
- Flexible, mostly remote work schedule
- Opportunity to work side by side with a seasoned Advisor and a small, high-performing team
- Exposure to all aspects of the business
Company Overview