About The Role

Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
Support CRM data entry and maintenance to keep client records accurate and current.
Handle general office administration: mail, supplies, vendor coordination, and expense tracking.
Strong written and verbal communication skills, with a professional and client-first demeanor.
High attention to detail and comfort managing multiple priorities in a fast-paced office.
Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
Discretion and sound judgment when handling confidential client and financial information.
A proactive, self-starter mindset and genuine interest in supporting a collaborative team.
Comprehensive health, dental, life, and short and long term disability insurance.
401(k) with company match.
Generous paid time off.
Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
Competitive base salary plus performance based incentive compensation.
A small, collaborative firm environment with direct access to leadership and a real seat at the table.