Administrative Assistant

Position Overview

Elevated Financial Management is seeking a highly organized and personable Administrative Assistant to support daily operations and ensure seamless business processes.

This role is ideal for a proactive professional who thrives in client-facing interactions, enjoys a fast-paced environment, and has an interest in the financial industry.

This position offers significant career growth potential, with the opportunity to advance into Office Manager, Director of Operations, or other leadership roles within the firm.

We are looking for someone detail-oriented, proactive, and invested in the firm’s success to handle critical administrative and operational responsibilities.

Key Responsibilities

Client & Appointment Management:

• Serve as the first point of contact for client inquiries, providing professional and friendly support.
• Schedule, confirm, and manage client appointments with precision.
• Follow up with clients to ensure smooth onboarding and long-term engagement.

Financial & Administrative Operations:

• Process, track, and manage financial paperwork, including client distributions and money movement.
• Maintain accurate client records and ensure efficient file organization.
• Understand financial documentation requirements and ensure compliance with firm policies.

Office & Business Support:

• Handle general administrative duties, including email correspondence, document preparation, and office coordination.
• Support firm leadership with operational projects and efficiency improvements.
• Assist in tracking financial records and operational performance metrics.

Strategic & Growth-Oriented Contributions:

• Identify workflow improvement opportunities and contribute to increased office efficiency.
• Take ownership of responsibilities beyond routine administrative tasks.
• Develop skills to transition into higher-level operational or leadership roles.

Qualifications & Skills

Required:

• People-Oriented & Strong Communicator: Comfortable engaging with clients over the phone, confirming appointments, and handling inquiries with professionalism.
• Highly Organized & Detail-Oriented: Proven ability to process paperwork, track transactions, and manage documents accurately.
• Growth Mindset & Initiative: Desire to pursue a long-term career with leadership potential, not just a routine administrative position.
• Adaptable & Problem-Solver: Capable of working in a small, growing firm with evolving responsibilities.
• Technology Proficiency: Experience with CRM software, financial tracking tools, and Microsoft Office Suite (Word, Excel, Outlook).

Preferred:

• Financial Industry Exposure: Prior experience in finance, banking, or investment firms is a plus; however, a strong interest in financial services is essential.

Compensation & Benefits

• Salary: $55,000 to $75,000 annually, based on experience and qualifications.
• Schedule: Full-time, in-office role.
• Performance-Based Raises: Pay increases tied to production metrics, typically expected after the first year.
• Career Growth: Clear pathway to Office Manager, Director of Operations, or other leadership roles.

Ideal Candidate Profile

The ideal candidate is likely in their late 20s to early 30s, with prior experience in fast-paced, demanding work environments.

They have a service-oriented mindset, enjoy building relationships with clients, and seek to contribute beyond basic administrative tasks.

This position is a long-term career opportunity in financial services operations, with a defined pathway to leadership within the firm.

Apply Today!

Elevate Your Career with Elevated Financial Management – We Look Forward to Hearing from You!

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• No nights
• No weekends

Work Location: In person

Salary : $50,000 - $75,000