Administrative Assistant - Financial Advisory & Estate Planning

Job Description

Job Description

Administrative Assistant — Financial Advisory & Estate Planning Practice

We're a growing financial advisory and estate planning firm, and we're looking for an Administrative Assistant who can be the warm voice on the phone, the welcoming face at our seminars, and the steady hand keeping our office running.

A big part of what we do is host estate planning seminars in the community — these are a major driver of our business, and the right person will play a key role in making them run smoothly. If you genuinely enjoy people, take pride in details, and want to grow with a practice that's expanding, keep reading.

What you'll do:

• Call existing clients and seminar prospects to schedule and confirm appointments (warm conversations, not cold calls)
• Help run our estate planning seminars — confirming RSVPs, preparing materials and handouts, setting up the room, greeting attendees, managing the sign-in process, and booking follow-up appointments
• Greet clients when they come into the office and make them feel taken care of
• Scan and upload client legal documents (wills, trusts, powers of attorney, healthcare directives, deeds) into each client's digital estate plan with accuracy and confidentiality
• Manage the calendar and keep appointments running on time
• Follow up with insurance and financial companies on pending paperwork
• Update spreadsheets, prep materials for appointments, keep the office stocked and running
• Answer inbound calls and handle the day-to-day office flow
• Help us build better systems as we grow

You'll thrive here if you:

• Genuinely enjoy talking with people and making them feel comfortable
• Are dependable — when you say something will get done, it gets done
• Have a sharp eye for detail (legal documents and financial records leave zero room for sloppy)
• Can juggle several things at once without dropping any of them
• Are comfortable handling confidential information with discretion
• Pick up new software quickly and are comfortable on a computer
• Are willing to occasionally work evenings when we host seminars
• Show up on time, every time

Why work with us: Ground-floor role with a fast-growing practice. Work directly with the owner, build real systems, and help change clients' lives.

To apply: Send your resume along with a few sentences telling me why this role caught your attention. I read every one.

We're a growing financial advisory and estate planning firm helping clients protect their savings, reduce taxes, build solid retirement income plans, and put proper estate plans in place. A big part of our practice is hosting estate planning seminars throughout the community, where we educate people on how to protect what they've worked their whole lives to build. Everything we do is built on honesty, transparency, and doing right by the clients who trust us with their financial future. We move fast, we care deeply about the work, and we're building something we're proud of.

Company Description

We're a growing financial advisory and estate planning firm helping clients protect their savings, reduce taxes, build solid retirement income plans, and put proper estate plans in place. A big part of our practice is hosting estate planning seminars throughout the community, where we educate people on how to protect what they've worked their whole lives to build. Everything we do is built on honesty, transparency, and doing right by the clients who trust us with their financial future. We move fast, we care deeply about the work, and we're building something we're proud of.