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TOR Wealth Advisors

Remote Administrative Coordinator for Wealth Advisory

folsom, CA

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About this opportunity

TOR Wealth Advisors lists this Remote Administrative Coordinator for Wealth Advisory opportunity in folsom, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

TOR Wealth Advisors, a boutique wealth advisory and multi-family office, seeks an Administrative Assistant to run TOR's operating rhythm—task queues, client meeting calendar, compliance calendar, reporting cycle, and marketing schedule. This role reports to the CEO and Advisor, working with the Financial Analyst and Operations Manager.

Located in Folsom, CA, mostly remote with occasional on-site needs. The position is part-time (15-24 hours/week) with a flexible schedule; compensation ranges

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