Administrative Assistant

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

Administrative & Office Support

• Provide day-to-day administrative support to the Partner, Wealth Advisors
• Manage complex calendars, including scheduling client meetings, internal meetings, and travel arrangements
• Prepare meeting materials, agendas, and follow-up items
• Handle correspondence, phone calls, and emails in a professional and timely manner
• Provide backup front desk coverage as needed to ensure a seamless client experience, including warmly greeting clients and visitors, answering phones, and routing inquiries appropriately.

Client & Event Coordination

• Coordinate client meetings, events, and firm-hosted activities
• Assist with event logistics, including venue booking, catering, invitations, and RSVPs
• Greet clients and visitors, ensuring a welcoming and professional office environment

Operational & Team Coordination

• Serve as a key point of contact between the Partner, advisors, and internal teams
• Assist with workflow coordination and tracking of tasks and deadlines
• Support compliance-related administrative processes (e.g., document tracking, recordkeeping)

Qualifications & Requirements

• 2+ years of administrative or executive support experience, preferably in financial services, wealth management, professional services, or a client-facing environment
• Strong organizational and time management skills with the ability to prioritize competing requests
• High attention to detail and accuracy
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint); familiarity with CRM systems a plus
• Ability to handle confidential information with discretion and professionalism

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is non-exempt and is paid according to the laws of the State of California. The pay range for this position is $16.90-$26.39 USD per hour. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Securit