Job Description
This client-facing administrative role supports the daily operations of a small, 3-person financial advisory firm, serving as the first point of contact for clients while managing scheduling, paperwork, compliance tracking, and office coordination. You’ll work closely with a tenured, experienced owner in a stable, fully in-office environment, helping ensure a seamless client experience and efficient operations. Ideal candidates have 2+ years of administrative experience, strong organization skills, and preferably a background in financial services or wealth management. The firm offers $60K–$70K (up to $75K DOE) plus 16 paid holidays, making this a great long-term opportunity in a tight-knit team.
Job Description
Efficiently manage the client experience and transactions, while ensuring compliance with licensing and regulatory requirements. Oversee general office activities to enhance the operational efficiency of the firm.
Responsibilities
+ Open the office each day an...
Job Description
Efficiently manage the client experience and transactions, while ensuring compliance with licensing and regulatory requirements. Oversee general office activities to enhance the operational efficiency of the firm.
Responsibilities
+ Open the office each day an...