The Firm
Founded in 1994, Frontier is an industry-leading wealth management firm dedicated to building relationships and enriching lives through comprehensive wealth management. Our life-centered approach provides our clients with a roadmap to living their best life possible. The Frontier family is a team of highly credentialed professionals who provide our clients customized investment and planning solutions with fiduciary care.
The Role
As an essential member of Frontier Investment Management Company, the Administrative Assistant will provide vital support to our Directors in their business development capacity. Your role will involve a blend of traditional administrative tasks and dynamic project coordination, ensuring the smooth operation of our executive team’s daily activities. You will report to the Director and Managing Director.
What You’ll Do:
- Provide comprehensive support to a Director and Managing Director.
- Manage multiple Microsoft Outlook calendars
- Create and manage expense reports.
- Conduct ongoing outreach via email and phone to schedule 1:1 meeting between Directors/Managing Directors and Schwab Financial Consultants and/or clients
- High School degree required
- Minimum of three years of previous experience required
- Exceptional organizational talent with the capacity to handle multiple tasks simultaneously
- Skilled in Microsoft Suite, including Outlook, Word, Excel, PowerPoint, and more
- Proactive in managing and prioritizing calendars
- Outstanding customer service abilities
- Aptitude for excelling in a dynamic, fast-paced setting
- Excellent proficiency in both verbal and written communication
- Base Salary of $75,000 with opportunities for a discretionary annual bonus
- Must reside in Northern California (preferable San Francisco Bay Area or South/East Bay).
- Fully remote work arrangement, with attendance required at select client events (approximately 5-7 per year in the Bay Area) #LI-Hybrid
- Comprehensive benefits from day one, including medical, dental, and vision insurance
- 401k Matching Plan
- Paid Parental Leave
- Student Loan Assistance Program
- Pet Insurance
- Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.