Administrative Assistant

Responsibilities

• Prepare and process client paperwork accurately and efficiently.
• Organize, track, and maintain client documents using Docu Sign and internal systems.
• Prepare conference rooms before client meetings.
• Maintain an organized, professional office environment.
• Keep office supplies, snacks, and beverages stocked.
• Assist with filing, scanning, copying, mail, and other administrative tasks.
• Support advisors and the operations team with day-to-day projects.
• Jump in wherever needed to help keep the office running smoothly.

• High school diploma or equivalent.
• Previous administrative or office experience preferred.
• Proficiency with Microsoft Outlook and Microsoft Office.
• Strong organizational skills and attention to detail.
• Professional communication and customer service skills.
• Comfortable learning new technology and software.
• Reliable transportation and ability to work full-time in the office.
• Financial industry experience is a plus, but not required.

• Highly organized and dependable.
• Detail-oriented and accurate.
• Enjoys learning new systems and technology.
• Comfortable managing multiple priorities.
• Team player with a positive attitude.
• Takes ownership and follows tasks through to completion.

• Hourly rate is based on experience and reflects both industry background and technical skill level.

• Paid Time Off (PTO)
• Health, vision, and dental insurance
• 401(k) retirement plan
• Paid holidays

• Be part of a collaborative, supportive, and professional team environment.
• Gain hands‑on experience in the financial services industry.
• Opportunity for increased responsibilities and growth over time.