About this opportunity
Cosmotek College lists this Financial Planning Operations & Administrative Associate Cambridge Investment Research, Inc. opportunity in san ramon, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Full job description
Financial Planning Operations & Administrative Associate
(Part-Time, 15–30 hrs/week | Flexible Schedule | Growth Opportunity)
We are an independent fiduciary financial planning firm based in the San Francisco Bay Area. Our mission is to help individuals and families make smart, confident decisions about their money through thoughtful financial planning and investment management.
We are looking for ahighly organized, proactive, and tech-savvy individual to join our team as aFinancial Planning Operations & Administrative Associate . This is a hands‑on role with real exposure to how a modern wealth management firm operates behind the scenes.
What You’ll Do
Client & Administrative Support
Manage calendars, schedule meetings, and confirm appointments
Prepare client communications and follow‑ups
Assist with new client onboarding (paperwork, tracking, organization)
Provide high‑quality client service via phone and email
Operations & CRM Management
Maintain and update client records in CRM (Redtail)
Input detailed meeting notes, tasks, and workflows
Track action items and ensure nothing falls through the cracks
Organize and improve digital files and internal systems
Financial Planning Support
Assist in preparing financial plans and client presentations
Input and organize financial data into planning tools (e.g., eMoney)
Support follow‑up and implementation after client meetings
Projects & Business Support
Assist with marketing campaigns and client outreach
Help manage projects, timelines, and internal processes
Identify ways to improve efficiency and workflows
What We’re Looking For Core Traits
Extremely detail‑oriented and highly organized
Strong written and verbal communication skills
Reliable, proactive, and accountable
Comfortable working in a fast‑paced, client‑facing environment
High level of professionalism and ability to handle confidential information
Mindset & Learning Ability (MOST IMPORTANT)
No prior financial planning or wealth management experience required
Strong preference for candidates withoperations, administrative, or workflow‑based experience
Ability to think in terms ofsystems, processes, and repeatable workflows (SOP mindset)
Naturally curious and resourceful—able tofigure things out and find answers independently
Comfortable taking ownership of tasks and improving processes over time
We can teach the technical aspects of financial planning. What matters most ishow you think, organize, and solve problems .
Tech & Adaptability (VERY IMPORTANT)
Fast learner who can quickly pick up new systems and tools independently
Comfortable learning software through tutorials, videos, and self‑guided exploration
Able to troubleshoot and problem‑solve without constant direction
Strong general comfort with technology, apps, and digital workflows
This role is best suited for someone who enjoyslearning by doing and figuring things out , not someone who requires step‑by‑step instruction for every task.
Nice to Have (Not Required)
Familiarity with tools like CRM (Salesforce, Redtail, Wealthbox), eMoney, YCharts, Morningstar, and Excel
Prior experience in admin, operations, client service, or internships
Schedule & Flexibility
Part‑time:20–35 hours per week
Flexible scheduling (ideal for candidates with daytime availability)
Open to candidates who prefer consistent4–5 hour workdays
Hybrid role: WFH + Locations in Castro Valley and San Ramon, CA.
Initial 90‑day trial period to ensure strong mutual fit, with the opportunity to:
Continue part‑time long‑term, or
Transition into a full‑time (40 hours/week) role with expanded responsibilities
We value consistency, reliability, and long‑term fit, and we’re supportive of flexible schedules when expectations are met.
Why This Role Is Valuable
Direct exposure to financial planning and investment management
Learn how a professional services business operates
Build transferable skills in operations, client management, and systems
Opportunity for long‑term growth into operations or advisory roles
Who This Role May Be a Great Fit For
Students or recent graduates interested in finance, business, or operations
Early‑career professionals looking to build real‑world experience
Individuals with administrative or operations experience seeking a flexible, part‑time role
Professionals returning to the workforce and looking for meaningful, structured work
We welcome candidates from a wide range of backgrounds who are highly organized, proactive, and eager to learn.
How to Apply (Important)
Please submit your resume along with a brief response (3–5 sentences) to the following:
“When you need to learn a new software or system on your own, what steps do you typically take?”
We are specifically looking for candidates who are comfortablelearning independently, figuring things out, and adapting quickly to new tools and processes .
Equal Opportunity
We are an equal opportunity employer and welcome applicants from all backgrounds and experiences.
Job Types: Part‑time, Temp‑to‑hire
Expected hours: 15.0 – 30.0 per week
Work Location: Hybrid remote in Castro Valley, CA 94546
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Worksite address
san ramon, CA, 94583, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.