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Management Assistant Jobs in Rancho Cucamonga, CA

Support project managers in ensuring that deliverables meet quality standards and align with client expectations. * Budget Tracking: Assist in monitoring project budgets, tracking expenses, and ...

Support project managers in ensuring that deliverables meet quality standards and align with client expectations. * Budget Tracking: Assist in monitoring project budgets, tracking expenses, and ...

Support project managers in ensuring that deliverables meet quality standards and align with client expectations. * Budget Tracking: Assist in monitoring project budgets, tracking expenses, and ...

The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive ...

Project Managers Assistant spend the majority of time managing, coordinating and/or supporting activities related to the execution of major company projects. Project Managers accomplish work through ...

Project Managers Assistant spend the majority of time managing, coordinating and/or supporting activities related to the execution of major company projects. Project Managers accomplish work through ...

Project Managers Assistant spend the majority of time managing, coordinating and/or supporting activities related to the execution of major company projects. Project Managers accomplish work through ...

StorAmerica Management - Looking for an Energetic Floater Self Storage Assistant Manager in El Monte and City of Industry: Address: 3830 N. Santa Anita Ave. El Monte, CA 91731 and 16408 E. Gale Ave. ...

StorAmerica Management - Looking for an Energetic Floater Self Storage Assistant Manager in El Monte and City of Industry: Address: 3830 N. Santa Anita Ave. El Monte, CA 91731 and 16408 E. Gale Ave. ...

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Management Assistant information

See Rancho Cucamonga, CA salary details

$29.6K

$49.5K

$71K

How much do management assistant jobs pay per year?

As of Jul 27, 2026, the average yearly pay for management assistant in Rancho Cucamonga, CA is $49,457.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $49,600.00 per year, depending on experience, location, and employer.

What are some typical challenges Management Assistants face when supporting multiple executives or departments?

Management Assistants often juggle competing priorities when supporting several executives or departments, which can make time management and prioritization challenging. Balancing varying work styles, communication preferences, and urgent requests requires flexibility and strong organizational skills. Additionally, maintaining confidentiality and professionalism while handling sensitive information is crucial. Effective collaboration and proactive communication help navigate these challenges and ensure smooth workflow across teams.

What are the key skills and qualifications needed to thrive as a Management Assistant, and why are they important?

To thrive as a Management Assistant, you need strong organizational skills, attention to detail, and a solid educational background—often an associate's or bachelor's degree in business administration or a related field. Proficiency with office software such as Microsoft Office Suite, calendar management tools, and sometimes familiarity with project management systems is typically required. Exceptional communication, problem-solving abilities, and discretion are soft skills that set high performers apart in this role. These skills and qualities are crucial for efficiently supporting executives, managing schedules, and ensuring smooth daily operations.

What Does a Management Assistant Do?

A management assistant provides administrative support to managers and the project team within a company or organization. As a management assistant, your duties include responding to emails, answering phone calls, performing research, compiling data, and helping with strategy development. The position is crucial to the smooth daily function of the office. Although career qualifications vary depending on the industry and company, you typically need at least a high school diploma or GED certificate and relevant administrative experience. Additional requirements include strong communication and time management skills, as well as the ability to take direction and handle multiple tasks simultaneously.

What is the difference between Management Assistant vs Administrative Assistant?

AspectManagement AssistantAdministrative Assistant
Required CredentialsHigh school diploma; some roles may prefer associate or bachelor’s degreeHigh school diploma; some roles may prefer associate degree
Work EnvironmentCorporate offices, management teams, administrative departmentsOffice settings, various industries, support roles
Employer & Industry UsageBusinesses, government agencies, nonprofitsWide range of industries including healthcare, education, retail
Common Search & ComparisonOften compared for similar administrative support roles in management contextsMore general support role, less focused on management

Management Assistants typically work closely with management teams, handling specialized administrative tasks, while Administrative Assistants provide general support across various departments. Both roles require similar credentials but differ in scope and work environment.

What does a Management Assistant do?

A Management Assistant supports managers and executives by handling administrative and organizational tasks. Their responsibilities typically include scheduling appointments, preparing reports, managing correspondence, organizing meetings, and maintaining files. They play a crucial role in ensuring that the office runs smoothly and efficiently. Management Assistants may also conduct research, help with project coordination, and liaise with internal and external stakeholders. This position requires strong communication, organizational, and multitasking skills.
What are the most commonly searched types of Management jobs in Rancho Cucamonga, CA? The most popular types of Management jobs in Rancho Cucamonga, CA are:
What job categories do people searching Management Assistant jobs in Rancho Cucamonga, CA look for? The top searched job categories for Management Assistant jobs in Rancho Cucamonga, CA are:
What cities near Rancho Cucamonga, CA are hiring for Management Assistant jobs? Cities near Rancho Cucamonga, CA with the most Management Assistant job openings:
Infographic showing various Management Assistant job openings in Rancho Cucamonga, CA as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $49,457 per year, or $23.8 per hour.
Wealth Management Assistant

Wealth Management Assistant

Trilogy Financial Services, Inc

West Covina, CA • On-site

$27/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago


Job description

Job Type
Full-time
Description
The Wealth Management Assistant (WMA) position is the first step to becoming a licensed advisor. The role is ideal for individuals to prepare to obtain their licenses while gaining a comprehensive understanding of the company's philosophy, systems, and client experience. The WMA will focus on completing key licensing requirements, including the Series 65 and Life & Health Insurance licenses, using company-provided study materials. Additionally, the WMA will participate in an 8-week training program designed to teach the end-to-end advisory process and provide hands-on experience with core tools and platforms. Trilogy offers an ambitious, fast-paced career path with growth opportunities for individuals who are proactive, dedicated, and eager to take on new challenges.
Essential Duties / Responsibilities
  • Follow the assigned training curriculum to prepare for and pass the Series 65 license, as well as complete the Life & Health Insurance course and pass the exam.
  • Attend and participate in regular Team meetings, trainings, and company functions to build relationships and understand Team dynamics.
  • Successfully complete the 8-week advisory training program.
  • Demonstrate knowledge of the company's advisory process, including phone calls, discovery meetings, planning sessions, implementation, client reviews, and gathering introductions.
  • Gain an in-depth understanding of the company's culture, values, and what sets us apart in the industry.
  • Attend the VP Lead client meetings to assist and gain hands-on experience.
  • Demonstrate proficiency in essential financial programs and platforms, including eMoney, Salesforce/Practifi, Orion, and custodian platforms.
  • Demonstrate a commitment to compliance with all company and industry rules and regulations and adhere to federal, state, local, and company laws, regulations, and policies.
  • Provide Service administrative support to the Team.
  • Generate revenue by acquiring and onboarding new clients following successful completion of licensures, with a target of $5,000 in self-generated revenue.
  • Demonstrate consistent progress toward the role of Vice President of Wealth Management through established measurable performance metrics.
  • Perform other duties as required.

Benefits Summary
  • Competitive Compensation
  • Comprehensive Medical, Dental, and Vision Insurance
  • Life Insurance
  • Long Term Disability
  • Supplemental Insurance
  • Paid Time Off and Holidays
  • Employee Advantage Program
  • Employee Assistance Program
  • 401(k) Matching
  • Eligible Profit Sharing
  • Career Development, Mentorship and Education
  • Team Events
  • Achievement Awards and Trips
  • Series 65 Licensing
  • Life and Health Insurance Licensing
  • CFP certification
  • Career path offers Work from Home options

Company Summary
Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the more than $4 billion in assets entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.
No Visa Sponsorship Available.
Requirements
  • Clear and effective communication skills.
  • Ability to prioritize and organize tasks in a timely manner.
  • Ability to learn, accept, and implement training/feedback.
  • Confident, articulate, and professional verbal and written communication skills.
  • Exceptional interpersonal and client service skills.
  • Maintain a high attention to detail.
  • Excellent organizational skills.
  • Strong analytical and problem-solving skills.
  • High degree of integrity with the ability to maintain confidentiality.

Minimum Qualifications
  • Bachelor's degree required. Degree in business, finance, or related field, preferred.
  • Knowledge of securities and insurance industries, a plus.
  • A drive for professional development and a passion for working with people.
  • Strong network of personal contacts, preferred.
  • Comprehensive knowledge of topics related to financial planning including securities and insurance products and services, preferred.
  • 1-2 years of office experience preferred.

Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office. If performing work in a remote location, all compliance and office safety requirements apply.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
PM21
Salary Description
$27.00