Administrative & Operations Assistant
Rydge Wealth Management
Location: Hybrid (2-3 days per week in office; Pleasanton or Burlingame, CA)
Employment Type: Full-Time, Non-Exempt (Hourly)
About the Role
Rydge Wealth Management is seeking a highly organized, detail-oriented Administrative & Operations Assistant to support our growing boutique wealth management and tax practice. This hybrid position serves as a key operational partner to firm leadership, helping drive efficiency across administrative support, office operations, client event coordination, marketing initiatives, and tax-season workflows.
The ideal candidate is proactive, tech-savvy, comfortable leveraging AI productivity tools, and enjoys wearing multiple hats in a collaborative environment.
Key Responsibilities
Executive & Partner Support
- Manage calendars, scheduling, meeting coordination, and administrative requests for firm partners.
- Assist with personal and confidential matters with professionalism and discretion.
- Coordinate travel arrangements, appointments, and special projects as needed.
- Serve as a reliable point of contact to help maintain partner productivity and organization.
Operations & Tax Administration
- Support day-to-day office operations, vendor relationships, and administrative workflows.
- Assist with client file management and document organization.
- Complete preliminary tax data entry and help maintain accurate tax records during tax season.
- Track accounts receivable and assist with client billing and invoice processing.
- Maintain organized digital and physical filing systems.
Marketing & Client Experience
- Assist with firm marketing initiatives, including social media updates, email communications, and website content coordination.
- Support client communication campaigns and administrative follow-up.
- Coordinate logistics for client appreciation events, seminars, workshops, and team gatherings.
- Research venues, manage vendor communication, and oversee event details from planning through execution.
QualificationsRequired
- 1-3 years of experience in administrative support, office coordination, executive assistance, or customer service.
- Ability to work onsite 3-4 days per week in either our Pleasanton or Burlingame office.
- Strong organizational skills with excellent attention to detail.
- Outstanding verbal and written communication abilities.
- Demonstrated reliability, professionalism, and follow-through.
- Ability to manage multiple priorities and shifting deadlines.
Preferred
- Experience in financial services, accounting, tax preparation, or a professional services environment.
- Familiarity with CRM platforms, billing systems, or document management software.
- Experience coordinating events or marketing activities.
Technology & AI Skills
- Proficiency with Microsoft Office and/or Google Workspace.
- Comfortable learning new software and workflow systems.
- Familiarity with AI productivity tools such as Microsoft Copilot, ChatGPT, or Claude for drafting communications, summarizing information, and improving workflow efficiency.
Compensation & Benefits
Compensation
- $27.00 to $32.00 per hour, depending on experience and qualifications
Benefits
- Comprehensive health insurance options
- 401(k) retirement plan
- 15 days of paid time off (PTO)
- Paid holidays aligned with the NYSE/Nasdaq market holiday schedule
- Opportunity to grow within a collaborative and entrepreneurial firm
Why Join Rydge Wealth Management?
At Rydge Wealth Management, you'll work closely with firm leadership, contribute meaningfully to the client experience, and gain exposure to wealth management, tax planning, operations, and marketing. We value initiative, adaptability, and smart use of technology to deliver exceptional service while maintaining a supportive, team-oriented culture.
To Apply: Please submit your resume and a brief cover letter outlining your interest and relevant experience.
Job Types: Full-time, Part-time
Pay: $27.00 - $32.00 per hour
Expected hours: 24.0 – 32.0 per week
Benefits:
- 401(k) matching
- Health insurance
- Retirement plan
Work Location: Hybrid remote in Pleasanton, CA 94588
