Wealth Management Project Administrator

What you’d do

Supports the California Region Executive and wealth management leaders by leading cross-functional projects, building executive reports and presentations, and driving process improvements. Full time role in Los Angeles. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree or equivalent work experience
• 3–5 years related experience
• Strong project management and execution skills
• Advanced Excel, PowerPoint, Teams proficiency
• Data visualization/reporting tools