Trajan Wealth LLC
The Administrative Assistant and Receptionist at Trajan Wealth serves as the first point of contact, greeting clients, handling phone calls, and managing front‑desk activities. The role requires a pleasant demeanor, strong organizational skills, and the ability to multitask and stay calm under pressure while providing basic information and supporting office operations.
Trajan Wealth provides expert financial planning and wealth management services. Contact us today for a free consultation and reach your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Trajan Wealth LLC.
16% below the average for this role