Job Summary
We are seeking a detail-oriented and organized Administrative Assistant to support our financial services team. This role is open to both licensed and unlicensed candidates who are eager to contribute to a professional environment focused on investment and financial planning services. The ideal candidate will demonstrate strong communication skills, proficiency in administrative tasks, and an interest in financial operations. This position offers an excellent opportunity for growth within the financial industry, providing valuable experience in investment, planning and client management.
Duties
- Manage and organize client files, records, and documentation with accuracy and confidentiality
- Assist with scheduling appointments, meetings, and follow-up communications
- Prepare and process administrative paperwork related to financial transactions and client onboarding
- Coordinate communication between clients and financial advisors or team members
- Maintain office supplies and ensure the workspace remains organized and efficient
- Assist in preparing reports, presentations, and other documentation as needed
- Support compliance with regulatory requirements by maintaining proper documentation
Requirements
- Familiarity with investment processes or financial services is preferred
- Strong organizational skills with attention to detail
- Excellent written and verbal communication abilities
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to handle sensitive information with discretion and confidentiality
- Strong problem-solving skills and a proactive attitude
- Ability to work independently as well as part of a team
- Candidates must be either licensed or unlicensed; licensing is advantageous but not mandatory for unlicensed applicants willing to pursue certification if required
This position is integral to supporting our financial operations and ensuring seamless service delivery to clients. We value professionalism, integrity, and a commitment to excellence in all aspects of work.
Pay: $22.00-$30.00 per hour
Benefits:
- Dental care
- Extended health care
- On-site parking
- Vision care
Work Location: In person
