Administration Assistant

Job Description Job Description Truvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net-worth families, entrepreneurs, and business owners who rely on us for fiduciary advice. We are not a call center or a corporate bureaucracy. We are a boutique firm where every team member matters. We believe in building careers, not filling seats. You will be treated as an individual with goals, ideas, and long-term ambitions. Why Join Truvestments? High-Performance Team: Work directly with leadership in a supportive boutique RIA. **Growth: ** Professional development support and exposure to HNW client service operations. Environment: Modern, tech-forward office with a flexible schedule. Stability: Competitive salary plus performance bonus opportunities and paid time off. The Role: Operational Heartbeat As the Administrative Assistant, you are the first point of contact for our clients. This role requires independent decision-making, critical thinking, and a pride in precision. Key Responsibilities: Client Experience: Answer/route calls, greet clients, manage welcome packets, and coordinate client "touches" (birthday/anniversary cards). Scheduling: Manage staff calendars, coordinate virtual/in-person meeting logistics, and ensure no follow-ups fall through the cracks. Systems Management: Maintain CRM data, create templates/workflows, and document Standard Operating Procedures (SOPs). Office Operations: Maintain filing systems, track supply needs, and support leadership with special administrative projects. Requirements The Ideal Candidate: Highly organized, detail-oriented, and polished in communication. A self-starter who is comfortable working with sensitive financial information. Calm under pressure and skilled at prioritizing tasks. Required Qualifications: 2+ years of administrative, executive assistant, or secretarial experience in financial advisory profession. Tech Proficiency: Microsoft Office Suite (Word, Excel, PPT, Outlook, OneDrive). Systems: Experience working within CRM systems ( GoHighLevel ), Kwanti and Advyzon Confidentiality: Ability to manage sensitive data (NDA required). Commute: Ability to reliably commute to Sarasota, FL 34240. Preferred Qualifications: Bachelor’s degree in Business or Office Management. Experience in financial or professional services. Familiarity with Mac systems and early-stage AI tools. Work Location & Schedule Location: 5391 Lakewood Ranch Blvd N, Suite 303, Sarasota, FL 34240. Setting: In-person. Type: Full-time with flexible scheduling options. Who Thrives Here? The person who succeeds here takes pride in precision. If you want to grow with a firm that values integrity, professionalism, and long-term relationships, we encourage you to apply. Company Description Truvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net worth families, entrepreneurs, executives, and business owners who rely on us for fiduciary advice and disciplined wealth management. Company Description Truvestments Capital LLC is a modern, fast-growing SEC Registered Investment Advisor located in Sarasota, Florida. We serve high-net worth families, entrepreneurs, executives, and business owners who rely on us for fiduciary advice and disciplined wealth management.