This position completes tasks previously performed by the Advisor and Office Manager, allowing them to focus more time and energy on client acquisition. This is not a receptionist role . It requires initiative, accountability, attention to deadlines, and ownership of assigned responsibilities. We are seeking a dependable candidate who is interested in building a long-term career within the financial services industry. Passing the SIE exam is not required prior to employment; however, preference will be given to applicants who have already passed. The selected candidate will be expected to take and pass the SIE exam within six months of their employment start date. All new hires will complete a 90- day probationary period. By the end of this period, the employee is expected to understand and independently perform all essential responsibilities of the position. Failure to demonstrate the required proficiency, dependability, and ability to work independently may result in termination of employment. Position Overview The entry-level Administrative Assistant provides support by: Scheduling and preparing for client meetings Processing financial transactions accurately and efficiently Preparing and tracking reported data Creating, delegating and tracking advisor tasks Managing email inboxes Tracking new business correspondence and workflow Supporting operational processes previously handled by senior team membersCareer Path & Growth This is an entry-level role intentionally designed as the first step in a long-term career path within the practice. Candidates who demonstrate strong performance, initiative, and a commitment to learning will have: Clear opportunities for increased responsibility Defined paths for role expansion Compensation increases tied directly to growth, performance, and skill development A licensing timeline and advancement roadmap will be discussed in more depth during the third interview phase. Key Traits of a Successful Administrative Assistant Strong organizational and computer skills; proficiency in Microsoft Office and basic computer operations is required High attention to detail and accuracy Effective and efficient time management skills Polite, professional, and clear phone manner Ability to multitask and manage competing priorities Positive attitude with a sincere willingness to learn, grow, and take on increasing responsibility

•This is not a receptionist position . The role includes multiple responsibilities, deadlines, and performance expectations. Candidates must be extremely organized, self-motivated, and dependable .

Job Type:

Full-time Pay:

$17.00 - $19.00 per hour

Benefits:

Paid time off Professional development assistance Retirement plan Application Question(s): Have you read the job description in it's entirety and believe you could perform all that is asked of you? Would you be willing to take a background check? Would you be willing to pass exams required to become a licensed staff member within 3 years?

FINRA exams include:

SIE, Series 7, Series 66, Oklahoma life & health insurance.

Education:

High school or equivalent (Required)

Experience:

Administrative Assistance:

2 years (Required)

Work Location:

In person