Top 557 Office Jobs in San Ysidro 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
Dispatch/ Admin Flight School
Sling Pilot Academy —El Cajon, CA
- $20 - $25 an hour
- Part-time
- Sales
- Customer service
- Windows
- Paid time off
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Electrical Department Administrator
Global Power Group, Inc —Lakeside, CA
- $21 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
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Administrative Assistant
St. David's Episcopal Church —San Diego, CA
- $17.75 - $22.00 an hour
- Part-time
- Google Workspace
- Microsoft Outlook
- Office
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6d
Administrative Assistant - Church Preschool Ministry (Part-Time)
La Jolla Presbyterian Church Preschool —La Jolla, CA
- $21 - $26 an hour
- Part-time
- Google Workspace
- Office
- Preschool
- Paid holidays
- Paid time off
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Receptionist/Administrative Assistant
Lupita G. Fernandez & Assoc. Inc —San Ysidro, CA
- $26.09 - $30.50 an hour
- Full-time
- Bilingual
- Google Workspace
- Microsoft Outlook
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6d
Front Desk Receptionist
Veterans Village of San Diego —San Diego, CA
- $28 - $32 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Writing skills
HR Generalist
Imperial Valley Respite, Inc. —Chula Vista, CA
- $21 - $23 an hour
- 8 hour shift
- Hybrid work
- Background check
- Spanish
- Microsoft Excel
- Health insurance
- Dental insurance
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Administrative Assistant III
Family Health Centers of San Diego —San Diego, CA
- $22 - $28 an hour
- Full-time
- Clean driving record
- OSHA
- Research
- Paid holidays
- Health insurance
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Human Resources Generalist
Transition Staffing Group —San Diego, CA
- $90,000 - $120,000 a year
- Full-time
- Construction site
- Employment & labor law
- Mid-level
- Health insurance
- Dental insurance
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Human Resources Generalist
LHH US —San Diego, CA
- $27 - $37 an hour
- Monday to Friday
- Mid-level
- Military encouraged
- Fair chance
- Commuter assistance
- Paid holidays
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3d
Receptionist/Operations Assistant
Clark Hill —San Diego, CA
- $24 - $28 an hour
- Overtime
- Serving
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Disability insurance
Office Clerk
The Salvation Army Silvercrest —Chula Vista, CA
- $18 an hour
- Part-time
- Writing skills
- Office
- Residential
Administration 1
Costco Wholesale Corporation —National City, CA
- Entry level
- AD&D insurance
- Employee stock purchase plan
Office Services Assistant
Aubrey Thrasher LLC —San Diego, CA
- $24 - $28 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
5d
Front Office Coordinator
Marriott International, Inc —Chula Vista, CA
- $27.75 an hour
- Full-time
- Word processing
- Mid-level
- Hotel
5d
Office Administrator
MG Properties —San Diego, CA
- $28 - $32 an hour
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid holidays
Quick Apply
9d
Receptionist
Del Amo Motorsports —Chula Vista, CA
- $19 an hour
- Full-time
- Dealership
- Administrative experience
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Office Administrator
Cristo Rey San Diego High School —San Diego, CA
- $21 - $25 an hour
- Full-time
- Background check
- Spanish
- Google Workspace
- Health insurance
- Dental insurance
Quick Apply
2d
File Clerk - Toyota Chula Vista
Sunroad Automotive —Chula Vista, CA
- $17.75 an hour
- Full-time
- Background check
- Dealership
- Pass drug screening
- AD&D insurance
- Health insurance
Quick Apply

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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 san ysidro ca

Financial Planning Administrative Support

Dispatch/ Admin Flight School

Electrical Department Administrator

Administrative Assistant

Administrative Assistant - Church Preschool Ministry (Part-Time)

Receptionist/Administrative Assistant

Front Desk Receptionist

HR Generalist

Administrative Assistant III

Human Resources Generalist

Human Resources Generalist

Receptionist/Operations Assistant

Office Clerk

Administration 1

Office Services Assistant

Front Office Coordinator

Office Administrator

Receptionist

Office Administrator

File Clerk - Toyota Chula Vista

I want to receive the latest job alert for office in san ysidro ca

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