Top 1028 Office Jobs in Rancho Bernardo, Ca

Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Front Office Dental Hygiene Coordinator
Classic Dental Smiles —Rancho Bernardo, CA
- $28 - $32 an hour
- Full-time
- Private practice
- Hospitality
- Dental office
- Dental insurance
- 401(k)
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Dental Office Manager
Novadontics, LLC —San Diego, CA
- $80,000 - $90,000 a year
- Part-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Paid time off
Quick Apply
Administrative Assistant
Rancho Pauma Mutual Water Company —Pauma Valley, CA
- From $22 an hour
- Part-time
- Bilingual
- Office
- Microsoft Office
- Flexible schedule
Quick Apply
Front Desk Medical Receptionist
The Neurology Center of Southern California —Carlsbad, CA
- $21 - $22 an hour
- Full-time
- Spanish
- Customer service
- Medical office experience
- Health insurance
- Dental insurance
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Office Assistant/Receptionist
Precision General Contracting —San Diego, CA
- $20 - $30 an hour
- Overtime
- Computer literacy
- Office
- Administrative experience
- 401(k)
- Paid time off
Quick Apply
2d
Medical Office Assistant/Receptionist
Latitude Food Allergy Care —Poway, CA
- From $24 an hour
- Full-time
- Background check
- Hospitality
- Customer service
- Paid training
- Health savings account
Quick Apply
2d
Administrative Assistant
ENHANCED LANDSCAPE MANAGEMENT —Oceanside, CA
- $28 - $30 an hour
- 8 hour shift
- Bilingual
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
8d
Dispatch/ Admin Flight School
Sling Pilot Academy —El Cajon, CA
- $20 - $25 an hour
- Part-time
- Sales
- Customer service
- Windows
- Paid time off
Quick Apply
Office Assistant/Receptionist
Habitat Protection, Inc. —Escondido, CA
- $18 - $22 an hour
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Front Desk / Office Assistant
Lake Motor Group SD Inc —Ramona, CA
- From $17 an hour
- Full-time
- Dealership
- Driver's License
- In-person
Quick Apply
5d
Administrative Assistant
Confidential —San Diego, CA
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Quick Apply
Front Desk Receptionist
Confidential —Escondido, CA
- From $17 an hour
- Full-time
- Bilingual
- Google Workspace
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Concierge (Part-time)
Silvergate Rancho Bernardo —San Diego, CA
- From $18 an hour
- Part-time
- Background check
- 18 years or older
- Current TB test
- 401(k)
- Paid time off
Quick Apply
HR Coordinator
LHH US —Escondido, CA
- $27 - $30 an hour
- Monday to Friday
- Mid-level
- Military encouraged
- Fair chance
- Commuter assistance
- Paid holidays
Quick Apply
HR Operations Assistant/Receptionist
On-Board Companies —San Diego, CA
- $21 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Quick Apply
Office Clerk
Altman Apartments LLC —La Jolla, CA
- $17.75 an hour
- Part-time
- Computer literacy
- English
- Office
Quick Apply
Administrative Support Professional
Cintas —Vista, CA
- $19.84 - $25.01 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- AD&D insurance
4d
Membership Clerk
Boys & Girls Club Of San Marcos —San Marcos, CA
- $18.50 an hour
- Part-time
- Background check
- 18 years or older
- Spanish
10d
Administrative Assistant III
Family Health Centers of San Diego —San Diego, CA
- $22 - $28 an hour
- Full-time
- Clean driving record
- OSHA
- English
- Paid holidays
- Health insurance
Quick Apply

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office jobs near rancho bernardo, ca

Financial Planning Administrative Support

Pure Financial Advisors, LLC
San Diego, CA

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Referral program

Qualifications

Microsoft Word
Spreadsheets
Word embeddings
Scanning
Bachelor's degree
Financial services
Business

Full Job Description

This is an Administrative Support position for the Financial Planning department, which provides essential support to the Planning Department by handling key administrative functions and assisting Financial Planners and Advisors, as needed.

This position requires that data is entered accurately, material is prepared correctly, and administrative workflows run smoothly. This requires strong attention to detail, comfort with repetitive tasks, and the ability to support both new business and existing client processes.

Responsibilities:

The primary responsibility is preparing new-business assessments and review-meeting packets for advisor meetings, ensuring all materials are compiled accurately and free of errors.

Additional responsibilities may include:

Support new business assessments (approximately 80–120 per week) and prepare investment overviews
Support existing business by creating review-meeting packets (approximately 350–500 per week)
Handle data entry, report preparation, and meeting materials
Scan, organize, and maintain client documents
Bridge administrative tasks with planner-facing support to keep workflows running smoothly
Support FPS team with new business preparation and tasks
Generating final plans for client presentation and implementation.

Qualifications:

Bachelor’s degree in business, finance, or similar field
Experience using Microsoft Excel and Word
Detailed Oriented
Ability to learn quickly, adapt, and multitask in a fast-paced environment

Preferred:

CFP® Designation is not required; however, obtaining this designation will be required (within 18 months) to move into another position within the Planning department.
1 year of industry-related experience (or Financial Services coursework).
Experience utilizing software applications such as eMoney and Salesforce CRM
Knowledge of financial planning concepts and strategies, including retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.

Additional Details:

Salary Range: $45,000-$50,000 (annualized)

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Professional development assistance
Referral program
Vision insurance

Application Question(s):

Do you have a bachelor’s degree in Finance, Financial Services or a related field?
Do you currently hold the CFP ® designation or are in the process of obtaining?
What interests you about working for a Registered Investment Advisor (RIA), and why does that appeal to you more than other areas of financial services?

Work Location: In person

Quick Apply

Refine Your Search

office jobs in rancho bernardo, ca

Financial Planning Administrative Support

Front Office Dental Hygiene Coordinator

Dental Office Manager

Administrative Assistant

Front Desk Medical Receptionist

Office Assistant/Receptionist

Medical Office Assistant/Receptionist

Administrative Assistant

Dispatch/ Admin Flight School

Office Assistant/Receptionist

Front Desk / Office Assistant

Administrative Assistant

Front Desk Receptionist

Concierge (Part-time)

HR Coordinator

HR Operations Assistant/Receptionist

Office Clerk

Administrative Support Professional

Membership Clerk

Administrative Assistant III

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