Administrative Assistant Financial Planning Practice

About the Role We are a growing financial planning practice seeking a highly organized and client-focused Administrative Assistant to become the operational backbone of our team. In this role, you will work closely with a dedicated Financial Planner, supported day-to-day by our Senior Para-Planner and with project management guidance from our Practice Manager. This is a fantastic opportunity for someone who thrives in a professional services environment, enjoys building client relationships, and wants to grow within the financial services industry (no prior finance experience required). What You'll Do Client & Communication Support Serve as the first point of contact for clients: answering calls, responding to emails, and scheduling appointments Prepare client meeting agendas, gather required documents, and send follow-up summaries Maintain accurate and up-to-date client records in the CRM system Coordinate and send client birthday, milestone, and appreciation communications Operational & Administrative Manage the Financial Planner's calendar, coordinate scheduling, and handle meeting logistics Prepare and process new account paperwork, transfer forms, and service requests Track pending tasks and follow up with custodians, vendors, and clients as needed Organize and maintain digital and physical filing systems in compliance with firm policies Support the Para-Planner with data entry, report preparation, and document formatting Project & Practice Support Assist the Practice Manager with project tracking, process documentation, and workflow improvements Help coordinate team meetings, training sessions, and firm events Monitor office supplies and coordinate with vendors as needed What We're Looking For Required 2+ years of administrative experience in a professional office environment Exceptional organizational and time management skills (you can juggle multiple priorities without dropping the ball) Strong written and verbal communication skills Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and comfort with CRM or scheduling software Demonstrated ability to handle sensitive and confidential information with discretion Reliable, self-motivated, and professional in a team-oriented office environment Very comfortable working with spreadsheets and office software day-to-day Preferred (But Not Required) Experience in financial services, insurance, accounting, or a similarly regulated industry Familiarity with financial planning software (e.g., Redtail, Salesforce, MoneyGuidePro, eMoney) Compensation & Benefits Starting pay of $22.50/hour ($46,000-$50,000+ annualized including benefits), with a raise to $25.00/hour after successfully completing the first 6 months Paid Time Off (PTO): 10 days to start; increases to 15 days after one year Monthly benefits stipend to assist with personal health insurance costs Retirement savings plan with 100% employer match In-office full-time during the first 6 months of training; hybrid schedule available thereafter based on role fit and team needs Professional development and continuing education support Supportive, close-knit team environment with mentorship from experienced professionals

Pay:

From $22.50 per hour

Benefits:

Health insurance Paid time off Retirement plan

Work Location:

In person