Administrative Assistant

Description:

We are seeking a proactive, detail-oriented Administrative Assistant who thrives in a collaborative, client-focused environment. This role is ideal for someone who enjoys supporting others, managing details, and solving problems—and who’s looking to build a long-term career in financial services.

Key Responsibilities:

• Prepare and organize documents for client meetings
• Schedule appointments and maintain calendars
• Make calls to companies and assist with paperwork processing
• Maintain organized client files and internal records
• Support advisors with day-to-day administrative operations
• Use critical thinking and problem-solving to keep things running smoothly

What You Bring:

• Excellent communication and organizational skills
• Comfort with multitasking and adapting in a fast-paced office
• Attention to detail and a problem-solving mindset
• Familiarity with Microsoft Office and ability to learn new systems
• Prior administrative or office experience is a plus