Administrative Assistant Opportunity

We're seeking a highly organized and detail-oriented Administrative Assistant for our client. As a key member of the client-centered financial planning practice, you'll play a vital role in ensuring the smooth operation of a fast-paced office while delivering exceptional support to the team.

Responsibilities:

• Provide exceptional administrative support, including preparing and mailing correspondence, managing client data, and maintaining our client management system
• Assist in meeting preparation, follow-up, and client check-in, ensuring seamless communication and exceptional client service
• Utilize industry-specific software tools, including Outlook, CRM, Naviplan, MorningStar, and Thomson
• Support marketing efforts, including maintaining prospect databases, scheduling events, and collaborating with vendors
• Perform various administrative tasks, such as processing checks, ordering office supplies, and maintaining documentation filing

Requirements:

• High School Diploma/GED required
• Strong computer skills, including Microsoft Office Suite
• Ability to maintain confidentiality and work with sensitive information
• Excellent organizational, analytical, and research skills
• Strong English language skills, both written and oral
• Ability to work cooperatively with others and maintain a positive, self-motivated attitude

What We Offer:

• Opportunity to work with a dynamic team in a fast-paced, client-centered environment
• Professional growth and development in the financial planning industry
• Collaborative and supportive work environment

If You're the Right Fit:

• You're highly organized and detail-oriented, with excellent time management skills
• You're a team player with strong interpersonal skills and a positive attitude
• You're proficient in Microsoft Office Suite and willing to learn industry-specific software tools
• You're looking for a challenging and rewarding role in a dynamic financial planning practice

If you're excited about this opportunity, we'd love to hear from you! Apply today to join our team and contribute to our mission of delivering exceptional client service.

Work Schedule: Monday-Friday 8:00am - 5:00pm

Salary: $40,000 - 45,000 annual plus medical/dental benefits, PTO, 401k etc.

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