Administrative Assistant

Most people don't come to Kishel Financial because they want to talk about paperwork. They come because they have questions about their money, their families, and what comes next. We believe the experience of working with a financial advisor should feel personal, organized, and human. That starts with the people clients interact with every day — including the person who answers the phone, helps schedule a meeting, sends a follow-up, or makes sure the details behind the scenes are taken care of. We're looking for a part-time Administrative Assistant to join our small team and help keep both our client relationships and our day-to-day operations running smoothly. This is a role for someone who is organized, dependable, personable, and comfortable taking ownership of the little things. You don't need years of financial-industry experience or advanced technical skills. You do need to be someone who communicates well, learns quickly, pays attention to detail, and takes pride in doing things correctly. What You'll Do

• Client Communications
• Serve as a friendly and professional point of contact for clients by phone, email, and other communications.
• Respond to routine client questions and requests, and make sure questions requiring advisor attention are passed along appropriately.
• Help maintain a warm, responsive, and professional client experience.
• Send routine follow-ups, confirmations, and other client communications.
• Help keep client information and records organized and up to date.
• Scheduling & Appointments
• Coordinate and schedule client meetings and appointments.
• Manage appointment confirmations, reminders, and rescheduling.
• Help keep the advisor's calendar organized and make sure meetings are properly prepared for.
• Coordinate occasional in-person meetings and office needs.
• Office Administration
• Handle day-to-day administrative tasks that keep the office organized and running smoothly.
• Organize documents, files, forms, and other materials.
• Assist with preparing materials for client meetings.
• Enter and maintain information accurately in office systems.
• Help with basic office coordination, including mail, supplies, scanning, printing, and other administrative needs.
• Support the advisor and team with other administrative tasks as they arise.
• What You'll Bring
• We're not looking for someone with a particular degree or a long list of certifications. We're looking for the right person.

You Should Be

• Organized: You keep track of details and follow through on what you say you'll do.
• Dependable: When something is assigned to you, it gets done — and done on time.
• Personable: You are comfortable speaking with clients and make people feel welcomed and respected.
• Professional: You understand that even a short email or phone call reflects on the business.
• Detail-oriented: You notice when something doesn't look right and take the time to correct it.
• A good communicator: You can write a clear email, speak comfortably on the phone, and know when to ask a question rather than make an assumption.
• Technologically comfortable: You don't need to be a software expert, but you should be familiar with basic office tools such as email, calendars, Microsoft Office or Google Workspace, and document management.
• A quick learner: Our systems and processes can be taught. Curiosity, initiative, and the willingness to learn matter more.
• Discreet and trustworthy: You'll be working around personal and financial information and must treat client information with appropriate care and confidentiality.
• Willing to help: In a small office, everyone contributes. Sometimes the job is scheduling a client meeting; sometimes it's making sure the conference room is ready.
• What This Role Is Like
• This is a part-time position, primarily remote, with some in-person/on-site requirements during the initial training period and occasional onsite needs thereafter.

Because Kishel Financial is a small firm, this isn't a role where you'll be one person in a large department handling one narrow task. You'll have the opportunity to learn how the business works, interact directly with clients, and take ownership of meaningful parts of the day-to-day operation. You won't be expected to know everything on day one. You will be expected to care about the work, learn the systems, communicate clearly, and follow through. The Person We're Looking For The right person may come from an administrative, customer service, office, hospitality, education, healthcare, or other people-facing background. Financial-services experience is helpful, but not required. If you're someone who likes having things in order, enjoys helping people, is comfortable with everyday technology, and takes satisfaction in being the person others can count on, we'd like to hear from you. At Kishel Financial, the details matter — because to a client, they're rarely just details.