Administrative Support Specialist

Rik Saylor Financial, a growing wealth management firm, is seeking a dynamic and customer-focused individual to provide front desk coverage and administrative support. Join our mission to help clients achieve their financial goals while playing a pivotal role in our fast-growing organization!

WHO WE’RE LOOKING FOR:

An energetic, genuine, personable, and intentional professional with:

• Excellent written and verbal communication skills
• Exceptional organizational and detail-oriented abilities
• Strong time management and prioritization skills
• Positivity and a can-do attitude
• Self-motivation and a proactive mindset
• Professional business appearance and presentation (Business Casual/Business attire)
• A commitment to a long-term career with growth opportunities

Bonus Points:

• Experience in the Financial Services Industry
• Familiarity with EOS (Entrepreneurial Operating System)

Key Responsibilities:

• Deliver outstanding client relations in person, via phone, and email
• Manage individual advisor calendars, including meetings, conference calls, and travel
• Maintain and update client files in our CRM system (Redtail)
• Provide clerical and administrative support to advisors
• Handle incoming mail, deliveries, and courier services
• Manage client files (electronic and hard copy)
• Complete additional administrative tasks as assigned

Requirements:

• 3 years of Administrative Assistant experience, including scheduling
• Pass credit, background, and drug screening
• Proficiency in Microsoft Suite (Outlook, Word, Excel, PowerPoint)
• Ability to operate standard office equipment (computers, phones, copiers, etc.)
• Schedule: Monday–Friday, 9:00 am–5:00 pm (in-person, 8-hour shifts)

Compensation & Benefits:

• Pay: $18–$22/hour based on experience performance-based bonuses
• 401(k) matching
• Paid time off (PTO), vacations, and holidays
• Career growth potential
• Positive work environment and culture

At Rik Saylor Financial, we value a fast-paced, motivational culture focused on healthy living. To learn more, visit RikSaylorFinancial.com.

We are an equal opportunity employer and welcome applicants of all backgrounds.

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