Sr Administrative Assistant

Our client is a dynamic, boutique wealth management firm that is looking to add an experienced Sr. Administrative Assistant to support the Founder. The firm’s mission is to educate the community about all things financial and empower them to live their best lives. They design a personalized plan and help clients execute it, by safely navigating their financial journey and having meaningful adventures along the way.

The firm provides comprehensive financial planning, education funding strategies, holistic wealth management, retirement planning, and risk management and is equipped to handle fee-based financial planning, fee-based investment advisory solutions, as needed.

Responsibilities include but are not limited to:

• Calendar management for the Founder to include:
  • Contact clients to schedule and confirm appointments
  • Schedule & re-schedule meetings as needed
  • Prioritization & ability to efficiently operate in a fast-paced environment
  • Protect time as needed
• CRM management
• Input client information into the system and updating across all platforms as needed
• Manage travel arrangements as needed 
• Prepare marketing lists for the Founder/team
• Update and manage master client list
• Manage special projects such as client birthdays, specific events, etc.
• Plan and execute client events when needed 
• Enhance the organization of the team and find efficiencies for the Founder
• Email existing or new clients for meetings using a structured template and system
• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
• Handle case notes, process correspondence and maintain client case files
• File new statements, account forms and other insurance/investment-related materials

Requirements

• Minimum of 3 years of administrative experience- financial services experience is a plus 
• Ability to work with a fast-paced, dynamic team
• Extremely high attention to detail
• Ability to communicate clearly and effectively 
• Excellent verbal and written communication skills
• Strong time management and prioritization skills
• Accuracy and care for legal documents and confidentiality of clients
• Appreciation for a compliance-rich environment

Compensation

• $70K - $85K base salary + bonus opportunity 
• Full benefits including medical insurance, dental insurance, vision insurance, life insurance, short term and long term disability insurance, 401K with 3% match, employer funded HSA, paid holidays and PTO.