Admin Assistant

Job Description Position Overview

The Administrative Assistant will serve as a key support partner to leadership and brokers by managing incoming calls, client documentation, payroll tracking, and transactional records. This role is ideal for someone with experience in brokerage or financial services administration who is comfortable juggling multiple priorities and is interested in growing into an Administrative Lead role over time.

• Answer and manage incoming calls from brokers (approximately 15–20 calls per day)
• Support brokers with client files, records, and transactional documentation
• Maintain and organize client records and internal spreadsheets
• Assist with payroll tracking using Excel spreadsheets
• Prepare and manage client mailers and perform mail merges
• Handle data entry and documentation using Microsoft Excel and Word
• Support transaction processing and recordkeeping
• Ensure accuracy and organization of brokerage management records
• Provide general administrative support to leadership to reduce workload and improve efficiency

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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• Previous experience in administrative support, preferably within brokerage, financial services, or brokerage management
• Strong proficiency in Microsoft Excel and Microsoft Word
• Experience with mail merge, spreadsheets, and document management
• Comfortable handling multiple tasks in a fast‑paced, call‑driven environment
• Strong attention to detail and organizational skills
• Professional communication skills, both written and verbal

• Experience supporting brokers or working in a Broker‑Dealer environment
• Familiarity with transaction processing and client record management
• Interest in long‑term growth into an Administrative Lead role