Perform general clerical duties:

data entry, mailing, scanning, and filing. Maintain required compliance documentation and office organization. Coordinate with external vendors and service providers. Ensure office supplies are stocked, and facilities are well maintained at all times. Special Projects & Additional Support Collect and analyze information or data requested by leadership. Perform other duties as assigned. Qualifications & Skills Education High School Diploma or equivalent (Required) College degree (Preferred) Technical Skills Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Experience with CRM or database software (Preferred) Comfortable working with office equipment and digital tools Core Competencies Strong alignment with the firm's mission, vision, and core values. Exceptional written and verbal communication skills. Detail-oriented with excellent organizational and time management abilities. Ability to prioritize tasks and manage multiple projects in a fast-paced environment. Professional appearance and demeanor. Collaborative mindset and ability to work effectively within a team. Self-starter with a team-focused mindset. Strong problem-solving skills and adaptability. Commitment to providing extraordinary client service. Why Join Essential Planning, LLC? At Essential Planning, we believe in doing meaningful work - supporting our clients, supporting each other, and continuously improving how we serve.

Our benefits and culture include:

Competitive salary Life & long‑term disability insurance Pension plan 401(k) with company contributions Paid time off (PTO), personal time, and holidays Periodic work‑from‑home flexibility Tuition assistance after 12 months A collaborative, supportive, values‑driven team Ongoing professional development and CE opportunities Coaching and mentoring Comfortable, professional office environment Team-building/retreat days Interview Process & Timeline Phone screenings will be on Tuesday, July 7th. In‑person interviews with job-related tasks will take place on Friday, July 10th . (90 minutes total) The position is expected to start in early August. Please confirm your availability for these dates before applying. Apply Today If you are a detail‑oriented professional who values teamwork, client service, and continuous growth, we'd love to hear from you. Apply today and join a team where your work truly matters - and your growth is a priority.

Job Type:

Full-time Pay:

$50,000.00 - $55,000.00 per year

Benefits:

401(k) 401(k) matching Flexible schedule Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement

Work Location:

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