Administrative Assistant – Financial Advisory Firm

Join an established, independent financial advisory firm supporting an advisor with 25+ years of experience. This role is ideal for someone who enjoys client interaction, thrives in an organized environment, and takes initiative.

You'll be a key part of delivering a high-quality client experience while helping keep daily operations running smoothly. We're looking for someone who wants to grow and make a meaningful, long-term impact.

• Serve as a first point of contact for clients-handling calls and service requests with professionalism and warmth
• Schedule appointments and prepare for client meetings
• Support account operations, including:
• New account opening and maintenance
• eSignature coordination and tracking
• Rollovers, transfers, and RMD processing
• Generate client reports and assist with documentation and compliance tasks
• Support client communications and marketing efforts
• Identify ways to improve processes and increase efficiency

• Experience in financial services, wealth management, or a similar field
• LPL Financial experience strongly preferred
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office (Excel required)
• Excellent communication and client service skills
• Ability to multitask, adapt, and work independently
• Dependable, proactive, and solution-oriented

We're a relationship-driven firm that values professionalism, teamwork, and exceptional client service. If you take pride in your work, enjoy helping others, and want to be part of a supportive, long-term team- we'd love to connect.

Part-time, 20-30 hours a week, Mon-Fri. Flexible hours between 9:00 AM-2:00 PM