Administrative Assistant

You’re not just looking for another job.

You’re looking for the role—the one where your precision, people skills, and proactive nature actually matter.

This is that role.

Imagine supporting a well-known financial advisor with a loyal client base and a steady stream of warm leads from a popular radio show.

Imagine being the person who keeps everything running smoothly—who clients trust, who the advisor counts on, and who earns real money based on real results.

You’ll be the go-to person, managing appointments, preparing client paperwork, handling follow-ups, and making sure no detail is missed. You’ll see your fingerprints on every part of the business—and your impact will show in the numbers.

This is not a stuffy office job.

It’s flexible. It’s fast-paced. It’s meaningful.

You’ll thrive here if:

• You’re obsessive about getting the details right.
• You’re confident working independently (but also love being part of a team).
• You enjoy talking to people and can manage client communication with warmth and professionalism.
• You’re organized, tech-savvy, and always two steps ahead.
• You want your paycheck to grow with your performance (and not be capped).

Here’s what you bring:

• Experience in admin, client service, or financial services (or you're a quick study).
• Strong computer and software skills (think CRM, Office Suite, and tools like FireLight).
• High attention to detail—especially when it comes to data, forms, and processes.
• A desire to grow your income with every application you help push across the finish line.

If you’ve got a North Carolina life insurance license, that’s a big plus. If not, you can get it—and we’ll help.

This role matters.

• To the advisor. To the clients. And to your own future.
• Supporting the growth of a trusted financial firm helping people retire with confidence.
• This is the opportunity you’ve been hoping would come along.But it won’t wait.

Apply Now!