Trajan Wealth LLC
Trajan Wealth is seeking a Corporate Executive Admin to serve as the primary point of contact for the company, managing front-desk operations and providing administrative support to advisors and staff. This role involves greeting clients, handling communications, maintaining office organization, and ensuring a professional environment for a fast-paced financial services firm. The ideal candidate will bring strong multitasking abilities, excellent customer service skills, and experience in a similar administrative capacity.
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.
46% above the average for this role