Administrative Assistant

We’re looking for a highly organized, proficient, and people‑focused Administrative Assistant to support our growing financial advising practice. This role is ideal for someone who enjoys delivering exceptional client experiences, managing details with precision, and keeping fast-growing practices running smoothly.

Responsibilities

• Client onboarding & support
• Client concierge for existing clients
• Practice management and organization
• Recruiting support

Qualifications

• Friendly, positive, and committed to exceptional client service
• Can operate at a high level without sacrificing quality of work
• Proactive problem solver with strong critical-thinking skills
• Trustworthy, dependable, and self-motivated
• Extremely detail-oriented and thorough
• Highly organized with the ability to multitask and prioritize effectively