Adminstrative Assistant

Job DescriptionJob DescriptionWe are seeking an Administrative Assistant to provide organized, responsive support across scheduling, communications, data management, documentation, and front-desk operations.ResponsibilitiesManage calendars and coordinate appointments.Coordinate meetings and related logistics.Provide phone support and handle incoming calls.Complete accurate data entry.Prepare and organize documents.Welcome and assist visitors.Preferred Qualifications5+ years of experience in administrative support.\nCompany DescriptionAbout Our Firm Founded in 1991, our firm has built a strong foundation in investments and evolved into a comprehensive wealth management practice. We provide clients with integrated financial planning that includes retirement/tax and insurance protection, estate and trust planning, . We intentionally maintain a small, family-oriented culture that prioritizes personalized service and long-term client relationships.Position Overview We are seeking a reliable and professional Administrative Assistant to support our advisors, clients, and operations team. In this role, you will work from a private office and serve as a key point of contact for clients while handling essential administrative and operational tasks that keep our wealth management practice running smoothly.Key Responsibilities Serve as a primary point of contact for clients, providing a professional, friendly, and responsive experience Manage scheduling and calendar coordination for financial advisors Prepare documents for client signatures and process completed paperwork through internal workflows Follow up on workflows and transfers to ensure timely completion Perform general clerical and administrative duties as needed Support day-to-day operations and client service activities within a fast-paced wealth management environment Adapt to evolving processes and technologies in the financial services industryQualifications Associate’s degree or higher in Business (preferred) 5+ years of administrative or customer-facing experience (financial services experience strongly preferred) Working knowledge of the LPL Financial platform (required) Excellent verbal and written communication skills Strong attention to detail and organizational abilities Solid time-management and prioritization skills Basic accounting knowledge Proficiency in Microsoft Word and Excel Ability to work collaboratively in a small-team environment Solution-oriented mindset with a willingness to learn new systems and processes Schedule & Additional Information This position offers a flexible schedule of 30–40 hours per week. Responsibilities may expand based on the needs of the business.Company DescriptionAbout Our Firm\nFounded in 1991, our firm has built a strong foundation in investments and evolved into a comprehensive wealth management practice. We provide clients with integrated financial planning that includes retirement/tax and insurance protection, estate and trust planning, . We intentionally maintain a small, family-oriented culture that prioritizes personalized service and long-term client relationships.\n\nPosition Overview\nWe are seeking a reliable and professional Administrative Assistant to support our advisors, clients, and operations team. In this role, you will work from a private office and serve as a key point of contact for clients while handling essential administrative and operational tasks that keep our wealth management practice running smoothly.\n\nKey Responsibilities\nServe as a primary point of contact for clients, providing a professional, friendly, and responsive experience\nManage scheduling and calendar coordination for financial advisors\nPrepare documents for client signatures and process completed paperwork through internal workflows\nFollow up on workflows and transfers to ensure timely completion\nPerform general clerical and administrative duties as needed\nSupport day-to-day operations and client service activities within a fast-paced wealth management environment\nAdapt to evolving processes and technologies in the financial services industry\n\nQualifications\nAssociate’s degree or higher in Business (preferred)\n5+ years of administrative or customer-facing experience (financial services experience strongly preferred)\nWorking knowledge of the LPL Financial platform (required)\nExcellent verbal and written communication skills\nStrong attention to detail and organizational abilities\nSolid time-management and prioritization skills\nBasic accounting knowledge\nProficiency in Microsoft Word and Excel\nAbility to work collaboratively in a small-team environment\nSolution-oriented mindset with a willingness to learn new systems and processes\nSchedule & Additional Information\nThis position offers a flexible schedule of 30–40 hours per week. Responsibilities may expand based on the needs of the business.