Ontario, California, United States · On-site
$23/hr–$25/hr
Position Summary The Administrative Coordinator provides administrative and office support to the Executive Assistant while assisting with the day-to-day operations of the office. This role is ideal for someone with 1–3 …
Skills: Calendar Management, Scheduling, Data Entry, Microsoft Office, Customer Service
Ontario, California, United States · On-site
Position Overview Falcon Wealth Planning is seeking a strategic, results-driven Director of Advisory Services to lead and elevate our advisory organization during an exciting period of growth. This senior leadership role…
Skills: RIA Leadership, Wealth Management Operations, Salesforce Reporting, Data Analysis, Team Development
Ontario, California, United States · Hybrid
$160k–$175k/yr
Position Overview The Director of IT is Falcon Wealth Planning's senior technology leader, responsible for the firm's technology infrastructure, cybersecurity program, Salesforce ecosystem, enterprise data architecture, …
Skills: Technology Strategy, Cybersecurity Governance, Salesforce Administration, Enterprise Data Architecture, AI Governance
Ontario, California, United States · On-site
The Intern will support various departments across the organization, including Operations, Financial Planning, Client Service, Marketing, Business Development, Compliance, and Administration. This role is designed to pro…
Skills: Operations, Financial Planning, Client Service, Marketing, Business Development
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Provides administrative support to the Executive Assistant and manages day-to-day office operations. Responsibilities include calendar management, document preparation, office supply procurement, and running local business errands.
Requires 1-3 years of administrative or customer service experience and a high school diploma, though a college degree is preferred. Must possess a valid California driver's license and a reliable personal vehicle for local travel.
The Administrative Coordinator provides administrative and office support to the Executive Assistant while assisting with the day-to-day operations of the office. This role is ideal for someone with 1–3 years of administrative or office experience who enjoys working in a professional environment, is highly organized, and takes pride in delivering excellent internal customer service.
This position offers exposure to executive support, office administration, and business operations, making it an excellent opportunity for someone looking to grow their administrative career.
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Provide daily administrative support to the Executive Assistant.
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Assist with calendar management, scheduling meetings, and coordinating appointments.
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Prepare correspondence, reports, presentations, and other business documents.
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Maintain electronic and paper filing systems.
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Scan, copy, organize, and distribute documents.
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Perform data entry with a high level of accuracy.
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Assist with travel arrangements and meeting logistics as needed.
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Maintain a professional, clean, and organized office environment.
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Order and manage office supplies, kitchen inventory, and company materials.
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Coordinate incoming and outgoing mail, shipping, and deliveries.
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Prepare conference rooms for meetings and training sessions.
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Welcome visitors and assist with reception coverage when needed.
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Coordinate office lunches, meetings, and employee events.
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Assist departments with administrative projects and special assignments.
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Coordinate vendor appointments and service providers.
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Monitor office inventory and reorder supplies as needed.
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Perform additional administrative duties to support the needs of the business.
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Run occasional local business errands, including picking up office supplies, catering, mail, banking, or other company-related items.
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Use a personal vehicle for occasional local business travel as needed.
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Mileage reimbursement will be provided for approved business-related travel in accordance with company policy.
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1–3 years of administrative, receptionist, office assistant, or customer service experience.
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High school diploma or equivalent, college degree strongly preferred
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Strong organizational and time management skills.
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Excellent verbal and written communication skills.
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Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
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Ability to manage multiple priorities while maintaining attention to detail.
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Professional demeanor and strong customer service skills.
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Ability to maintain confidentiality and exercise sound judgment.
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Valid California driver's license with a clean driving record.
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Reliable personal vehicle available for occasional business errands.
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Ability to travel locally during the workday when business needs require.
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Associate degree or administrative certification.
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Experience supporting executives or leadership teams.
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Experience working in a professional office or financial services environment.
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Familiarity with Google Workspace and Zoom.
The ideal candidate is someone who:
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Is dependable, organized, and detail-oriented.
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Takes initiative and follows through on assignments.
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Enjoys helping others and providing exceptional internal support.
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Is adaptable and willing to assist wherever needed.
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Communicates professionally with employees, clients, and vendors.
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Thrives in a fast-paced, team-oriented environment.
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Demonstrates a positive attitude and strong work ethic.
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Competitive hourly pay
Medical, dental, and vision insurance
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401(k) with company match
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Paid holidays
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Paid time off
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Professional development opportunities
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Supportive and collaborative work environment
At Falcon Wealth Planning, every team member contributes to our success. We are committed to providing a professional, collaborative workplace where employees are supported, challenged, and given opportunities to grow. If you're looking to build your administrative career with a respected and growing financial services firm, we'd love to hear from you.
Planning Made Simple
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Offices: 3400 Inland Empire Blvd., #100, Ontario, CA 91764, US · 790 E. Colorado, Pasadena, CA 91101, US · 2030 Main Street, 13th Floor, Irvine, CA 92614, US · 3655 Torrance Blvd, 3rd Floor, Torrance, CA 90503, US · 41593 Winchester Rd, Ste. 200, Temecula, California 92590, US
Planning Made Simple
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Offices: 3400 Inland Empire Blvd., #100, Ontario, CA 91764, US · 790 E. Colorado, Pasadena, CA 91101, US · 2030 Main Street, 13th Floor, Irvine, CA 92614, US · 3655 Torrance Blvd, 3rd Floor, Torrance, CA 90503, US · 41593 Winchester Rd, Ste. 200, Temecula, California 92590, US
