Administrative Assistant | Cortez Wealth Management
About Cortez Wealth Management
Cortez Wealth Management is an independent advisory firm built around high communication and thoughtful planning—helping clients build, protect, and distribute wealth with a risk-conscious, tax-aware approach.
This is a client-first environment where details matter, follow-through matters, and relationships matter.
The Opportunity
Our advisors do their best work when the office runs clean. This role is the operational backbone—making sure schedules are tight, clients feel welcomed, events are executed smoothly, and the details don’t slip through the cracks.
Compensation: $60,000 Base Salary + Bonus Opportunities
What you’ll do
What we’re looking for
Apply now & let's have a conversation!
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