Company: Capstone Partners Financial and Insurance Services Location: Los Angeles, Los Angeles County Salary: 61,364 - 61,364 Posted: 2026-06-19T00:05:59Z
Job Description The Investment Services Administrative Assistant helps facilitate efficient processing of investment business for the firm’s advisors. The individual will also assist in educating and training advisors on best practices, form requirements, and technology updates relating to opening and servicing investment accounts and insurance policies. Key Responsibilities Daily operational activities include the seamless execution of investment and financial planning processes. Execution of …
