Administrative Assistant - Breakaway Financial Group LLC.

Looking for an opportunity to work from home with a flexible schedule? Look no further......The Breakaway Financial Group LLC, is looking for a proactive and detail-oriented Administrative Assistant to join our team. This role is critical in ensuring seamless operations and exceptional client service. This position ensures seamless coordination between the team and clients by managing schedules, preparing key documents, and maintaining organized systems. Acting as a central point of communication, the Administrative Assistant handles inquiries, schedules meetings, and tracks task completion to ensure strategies are implemented effectively.

The Breakaway Financial Group LLC has a goal of becoming a leading financial planning firm dedicated to helping entrepreneurs with their holistic financial needs. Our mission is to empower clients to create scalable businesses, maximize tax savings, and achieve personal wealth.

Expected Results

·         Efficient Operations: Company schedules, calendars, and tasks are consistently organized, updated, and managed with minimal oversight. Deadlines are met, and operational workflows run smoothly.

·         Exceptional Client Experience: Clients receive timely responses, organized pre-meeting materials, and seamless support during all interactions, resulting in high satisfaction and retention.

·         Accurate Documentation: Client records, internal reports, and project updates are meticulously maintained in CRM systems (e.g., ClickUp) and are readily accessible when needed.

·         Task Completion: All assigned tasks, including pre-meeting checklists, follow-ups, and document preparation, are completed on time and meet quality standards.

·         Team Support: Team members are supported with organized systems, communication, and proactive solutions, allowing them to focus on high-value activities.

·         It is also expected that the Administrative Assistant will spread the word about how we help our clients with their financial planning needs. Business development is the responsibility of the whole team.

Qualifications

•         Strong organizational and time management skills
•          Excellent written and verbal communication abilities
•         Attention to detail and ability to handle sensitive information confidentially.
•          Self-starter with a proactive attitude

Preferred Qualifications

•          Experience in the financial services or professional services industry
•          Knowledge of basic tax and financial terminology
•          Comfort with project management tools and cloud-based systems

What We Offer

•         Competitive salary and benefits
•         Opportunities for professional growth and development
•          A supportive, collaborative team environment
•          Flexible virtual work arrangements

Works Hours

·        The job is to be done virtually and at flexible times. It is only expected that the work is done by a deadline set by either the Office Manager, Accounting Manager, Financial Planner, Tax Preparer, and/or Business Finance Consultant.