Job Description

Job Summary:

We are seeking a detail-oriented and organized administrative assistant to support our financial planners in delivering high-quality financial planning services to our clients. The ideal candidate will assist in preparing/tearing down conference rooms, greeting clients, answering phone calls, and other administrative tasks.

Key Responsibilities:

Administrative Support:

Coordinate client meetings and follow-up actions. Communicate with clients regarding documentation requests, updates, and scheduling. Maintain accurate and organized client files in accordance with compliance guidelines.

Qualifications:

1-3 years of experience in operations, hospitality, administration, financial planning or a related role. Excellent organizational, and communication skills. Ability to work collaboratively in a fast-paced, client-focused environment.

Benefits:

Competitive salary - starting at $25/hour based on experience Retirement plan with company match Long term disability insurance and life insurance Paid time off and holidays Professional development and support
Job Types: Full-time, Part-time

Pay: From $25.00 per hour

Expected hours: 24 - 40 per week

Benefits:

401(k) matching Financial planning services Life insurance Paid time off Parental leave Professional development assistance Retirement plan
Work Location: In person