Administrative Assistant- Small Financial Planning Firm

Are you seeking an opportunity to grow professionally while contributing to a team dedicated to helping clients achieve financial success? Our small, client-focused financial planning firm is looking for an Administrative Assistant who is eager to learn, thrive, and build a rewarding career in a supportive and dynamic environment.

Key Responsibilities:

• Administrative Support: Manage schedules, coordinate meetings, and ensure seamless day-to-day operations.
• Client Communication: Act as a liaison between clients and financial planners by handling inquiries and ensuring prompt follow-up.
• Document Management: Prepare, organize, and maintain financial records, reports, and forms with a high level of accuracy and confidentiality.
• Task Coordination: Monitor deadlines and ensure compliance with regulatory requirements.
• Learning and Development: Stay proactive in learning industry tools, software, and procedures to support the team’s success.
• Operational Assistance: Assist in the implementation of new processes and systems to improve efficiency and enhance client service.

Who We’re Looking For:

• Growth-Oriented: You’re driven to advance your skills and grow your career in financial planning or business operations.
• Integrity and Honesty: You take pride in doing the right thing and maintaining the highest level of professionalism.
• Eager Learner: You’re excited to embrace new tasks, tools, and challenges each day.
• Organized and Detail-Oriented: You thrive in a structured environment where precision matters.
• Proactive and Reliable: You can anticipate needs and follow through with minimal supervision.

Preferred Qualifications:

• Some prior experience in financial planning, client services, or related fields is helpful but not required.
• Strong written and verbal communication skills.
• Familiarity with financial software or CRM systems is a plus.

Qualifications

• Proven experience in an administrative or clerical role is preferred.
• Strong organizational skills with a keen attention to detail.
• Proficiency in computer applications, including Microsoft Office Suite,
• Excellent data entry skills with a focus on accuracy.
• Ability to manage multiple tasks simultaneously while meeting deadlines.
• Strong communication skills, both verbal and written, are essential for this position.

What We Offer:

• A collaborative, team-focused environment where your contributions are valued.
• Ongoing opportunities to learn about the financial planning industry.
• Support for personal and professional growth, including training and development.
• The chance to be part of a small firm where your efforts make a meaningful impact.

If you are a motivated individual looking to contribute to a dynamic team while developing your administrative skills, we encourage you to apply for this opportunity.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Application Question(s):

• Why should we hire you?
• How does a job with our firm help you with your long term plans?
• Have you worked at your current job for at least 2 years?

Education:

• Bachelor's (Preferred)

Experience:

• Executive administrative support: 2 years (Preferred)
• Financial PLanning expereince: 2 years (Preferred)

Work Location: In person

Salary : $60,000 - $80,000