Administrative Assistant for Financial Planning Team

About the position Responsibilities • Oversee daily office operations, including managing schedules, coordinating meetings, and maintaining office supplies. • Assist with client inquiries, schedule appointments, and prepare necessary documentation for client meetings. • Draft, proofread, and edit correspondence, reports, and presentations. • Maintain and update client records and financial databases with accuracy and confidentiality. • Handle incoming calls, emails, and mail, and perform general administrative duties as required. Requirements • High school diploma or equivalent required; Associate's or Bachelor's degree in Business Administration or a related field preferred. • Minimum of 2 years of administrative experience, preferably in the financial services or wealth management industry. • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). • Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred. • Excellent verbal and written communication skills. • Strong organizational and multitasking abilities. • Attention to detail and accuracy. • Ability to work independently and as part of a team. • Comfortable with technology and able to learn new systems quickly. • Proactive mindset and problem-solving skills. Nice-to-haves • Experience with Salesforce, SmartSheet, and Docusign/Adobe Sign preferred. Benefits • Hybrid work options available. • Competitive hourly pay of $22-$26 depending on experience. Apply tot his job Apply To this Job