We are an independent wealth management firm seeking an Administrative Assistant to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization! You’ll be the initial point of connection for our clients, so it’s important that you naturally bring warmth, positivity, and a genuine desire to take care of others. We are 100% focused on the client experience and always strive to make a lasting, positive impact. We are a small office of just a few individuals who work closely with our clients, supporting them and each other every step of the way.
The Administrative Assistant plays an important role in setting the tone for our firm. As the first and last person clients see when they are in the office, you are instrumental in making sure clients have the best experience possible. You will handle general administrative duties, manage over the phone and in person client correspondence with kindness and professionalism, and assist with basic CRM updates and form management to maintain accurate records. You can confidently manage multiple calendars and are comfortable navigating changes, coordinating across people and time zones, and ensuring that even with travel or shifting commitments, nothing is missed or miscommunicated. The successful person is going to be thoughtful, compassionate, and always eager to help wherever you can. This role can expand over time, but we are hoping you truly enjoy this type of work and will be excited to continue it for several years. We are happy to train someone from outside of our industry as long as you bring a caring and nurturing approach to working with people.
Responsibilities & Activities
Knowledge, Skills, & Abilities
We offer a great working environment with a focus on work/life balance. We offer a full benefits package with Medical, Dental, Vision, Paid Time Off, Holiday Pay, 401K with a match, Short-term and Long-term disability, and some additional non-traditional creative benefits. Our office mascot is Oakley, a friendly golden retriever. This is a great opportunity to play a key role in the continued success of our company.