Administrative Assistant

Job Description

About the Opportunity


A well-established and growing wealth management firm is seeking a polished, detail-oriented Administrative Assistant to join its collaborative team. This is an excellent opportunity for an administrative professional who enjoys building client relationships, thrives in a team-oriented environment, and is looking for long-term career growth.


This role is ideal for someone who takes pride in delivering exceptional client service, enjoys keeping operations organized, and is eager to grow within a respected professional services firm.

Responsibilities

• Serve as the first point of contact for clients by phone and in person.
• Schedule appointments and coordinate advisor calendars.
• Prepare, organize, and maintain client documentation and administrative records.
• Provide administrative support to advisors and the office team.
• Assist with client service planning and follow-up activities.
• Maintain accurate records using office systems and software.
• Handle multiple priorities while ensuring accuracy and attention to detail.
• Contribute to a collaborative office environment where everyone works together to achieve success.

Qualifications

• Previous experience in an administrative, executive assistant, client services, legal assistant, medical office, or similar professional support role.
• Excellent verbal and written communication skills.
• Professional and confident phone presence.
• Strong organizational and multitasking abilities.
• High attention to detail and accuracy.
• Proficiency with Microsoft Office and the ability to learn new systems quickly.
• Positive attitude with a willingness to support the team in a variety of capacities.
• Desire to build a long-term career with opportunities for advancement.

What We Offer

• Competitive salary based on experience
• Clear opportunities for professional growth and advancement
• Collaborative, team-oriented culture
• Stable, growing organization with an excellent reputation
• Meaningful work supporting clients and helping drive business success

If you're a motivated administrative professional looking to grow your career in a supportive and professional environment, we'd love to hear from you.


Contact Sarah Black for all inquiries: View email address on click.appcast.io View phone number on click.appcast.io

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.