What are the responsibilities and job description for the Office and Client Support Administrator - Fast Growing Wealth Mangement Firm position at Rik Saylor Financial?
Join Our Growing Financial Firm!
Are you an organized, detail-oriented professional who thrives in a client-facing role? Do you enjoy supporting a team while ensuring smooth office operations? Rik Saylor Financial, a trusted wealth management firm, is looking for a proactive and personable Administrative Assistant to be the face of our office!
If you’re ready to work in a fast-paced yet supportive environment where your skills are valued, apply today!
What You’ll Do (Key Responsibilities):
✔ Be the first point of contact for clients—provide a warm and professional experience in person, by phone, and via email.
✔ Manage advisors’ calendars, schedule client meetings, and coordinate conference calls.
✔ Maintain and update client records and CRM (Advyzon) to ensure accuracy.
✔ Provide administrative support to financial advisors, including handling correspondence and preparing reports.
✔ Handle incoming mail, deliveries, and office logistics to keep things running smoothly.
✔ Organize and maintain client files (both digital and hard copies).
✔ Assist with additional clerical and office management tasks as needed.
✅What We’re Looking For (Qualifications):
✔3 years of administrative assistant experience, including scheduling.
✔ Strong customer service & communication skills—you’ll interact with clients daily.
✔ Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
✔ Highly organized & detail-oriented—accuracy is key!
✔ Self-motivated, proactive, and able to prioritize tasks effectively.
✔ Professional demeanor & appearance (Business Casual/Business Attire).
✔ Ability to pass background & credit check (required for financial industry roles).
Bonus Points:
- Experience in financial services, banking, or professional services.
- Familiarity with EOS (Entrepreneurial Operating System).
Why Join Rik Saylor Financial?
✔ Competitive Pay: $18.00 – $22.00 per hour (based on experience)
✔ Performance-Based Bonuses.
✔ Paid Time Off (PTO), Vacations, and Holidays.
✔ 401(k) Matching.
✔ Opportunities for Career Growth.
✔ A Positive, Supportive Work Environment.
✔ We value a healthy work environment—smokers need not apply.
How to Apply (We Respond Fast!)
✅ Apply now on really or send an email directly to: robin@riksaylorfinancial.com
✅ We respond to applications within 24-48 hours!
Know someone perfect for this role? Send them our way!
Rik Saylor Financial is an equal-opportunity employer.
Job Type: Full-time
Pay: $19.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- On-site gym
- Paid time off
Compensation Package:
- Bonus opportunities
- Performance bonus
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Work Location: In person
Salary : $18 - $22
