Job Description

Job Description Job Summary:

As an Administrative Assistant , you will be the first point of contact for clients and play a key role in keeping the office organized, efficient, and client-friendly. You’ll handle phone calls, schedule appointments, support back-office operations, and assist financial advisors. Strong communication skills and computer literacy are essential. We’re looking for someone eager to learn and grow with the company.

Key Responsibilities:

Greet clients and answer incoming calls in a professional, friendly manner

Schedule meetings, manage calendars, and confirm client appointments

Handle emails, data entry, and digital document management

Assist with client onboarding, paperwork processing, and file organization

Prepare client folders, reports, and follow-up communications

Maintain CRM and financial planning systems with accurate and up-to-date information

Support ma...