Administrative Assistant Department:

Administration Job Status:

Full FLSA Status:

Exempt Reports To:

VP Sales and Planning Grade/Level or Hourly Rate:

Amount of Travel Required:

Minimal Work Schedule:

M-T, 8am-5pm, F 8am-4pm

Positions Supervised:

N/A POSITION SUMMARY

The Administrative Assistant is a key team member responsible for providing high-level administrative support to ensure the smooth operation of daily activities and special projects. This role requires accountability, strong organizational skills, and the ability to anticipate needs while managing multiple tasks in a fast-paced environment. The Administrative Assistant will handle scheduling, client communications, and various office operations while delivering exceptional service to clients and supporting the financial planning sales team.

Key responsibilities include:

Scheduling client meetings and managing calendars efficiently Maintaining and updating client relationship management (CRM) software Preparing meeting materials and documentation Greeting clients and handling phone calls professionally Assisting with dictation, transcription, and distribution of incoming mail Organizing client appreciation events and supporting back-office tasks Adhering to departmental standard operating procedures and delivering prompt, courteous service

POSITION QUALIFICATIONS

Required Qualifications Positive attitude with excellent customer service and relationship skills Strong time-management abilities to handle multiple tasks efficiently Exceptional verbal and written communication skills Proficiency with Microsoft Office Suite and general computer skills Desired Qualifications Knowledge of the financial services industry Experience with CRM systems and scheduling software At least 1 year of experience in customer service or administrative support High school diploma or equivalent

Pay:

$40,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Parental leave Referral program Retirement plan

Work Location:

In person