Administrative Assistant

Are you highly organized, detail-oriented, and comfortable working in a professional financial environment? We're seeking a proactive assistant to support a fast-paced team while helping deliver exceptional client experience. This role is ideal for someone who enjoys working with people, handling financial documentation, and keeping operations running smoothly. Why This Role? Collaborative, client-focused financial services team Hands-on exposure to accounts, processes, and client interactions Precision- and professionalism-driven environment What You'll Do Provide timely, professional client support Assist with account servicing and documentation Coordinate client requests; ensure accurate follow-through Maintain records and support compliance standards Support reporting, data tracking, and admin tasks Build relationships with clients and partners Additional Skills & Experience Detail-oriented with financial data/documentation Strong communication and interpersonal skills Manage multiple priorities in a deadline-driven setting Comfort with numbers, systems, and processes MS Office proficiency (Excel, Outlook, Word) What We're Looking For Dependable, service-oriented, people-first Clear communicator who builds trust Strong organization and problem-solving Professional and discreet with sensitive info Team player eager to learn and grow Compensation Competitive and commensurate with experience, skills, and growth potential.

Pay:

$24.91 - $30.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person