Office and Client Support Administrator

Position: Office and Client Support Administrator

Location: Fairfield, OH (In-Person)

Job Type: Full-Time (Monday–Thursday, 8:45AM–5:00 PM Friday 8:45am-4:00pm

Pay: $19.00 – $22.00 per hour (Based on experience) Performance-Based Bonuses

Benefits: 401(k) matching, Paid Time Off (PTO), Career Growth Opportunities

🌟 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:

$19.00 – $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, smoke-free work environment

📩 How to Apply (We Respond Fast!)

✅ Apply now on Indeed, or LinkedIn

✅ 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.