Administrative Assistant

Pay: $20–$26 per hour, depending on experience

What You’ll Do: Answer incoming calls, greet clients, and respond to inquiries professionally. Manage the calendar, schedule appointments, and coordinate meeting reminders and follow-ups. Learn and use our client relationship management (CRM) software to maintain accurate records, track tasks, and organize communications. Follow up with prospective clients and help turn inquiries into scheduled appointments. Assist with seminars, webinars, client events, and marketing campaigns. Prepare meeting materials, organize documents, and assist with paperwork and processing follow-ups. Maintain organized electronic and paper files while protecting confidential client information. Handle general office duties, including scanning, mailing, ordering supplies, and keeping the office welcoming. Identify opportunities to improve office processes and the client experience.

What We’re Looking For: Strong organizational skills and attention to detail. Friendly, professional phone manner and clear written communication. Ability to prioritize tasks, follow through, and work independently. Comfort learning new software and working with Microsoft Office, email, calendars, and CRM systems. Dependability, discretion, and a client-focused attitude. Initiative and interest in contributing to business growth. Previous administrative or customer service experience preferred. Experience in financial services, insurance, or a financial advisory office is a plus, but not required.

Why Join Us? You’ll work directly with the firm’s owner and play an important role in supporting clients and helping the business grow. We value thoughtful ideas, accountability, and someone who takes pride in keeping an office running smoothly.

How to Apply: Apply through LinkedIn with your resume and a brief note explaining your interest in the position and the experience you would bring to our team.