Job Description

Administrative Assistant

Financial Services | Wealth Management | Full-Time

Are you an experienced Administrative Assistant with a background in financial services, wealth management, insurance, or investments? Do you enjoy being the trusted support person who keeps everything running smoothly behind the scenes while delivering an exceptional client experience?

Our client is a well-established, owner-operated financial services practice known for its collaborative culture, approachable leadership team, and genuine appreciation for its employees. This is an opportunity to join a close-knit, professional team where your contributions will be valued and recognized every day.

What You'll Be Doing

As a key member of the team, you will support the Financial Advisor and clients through a variety of administrative, operational, and client service activities, including:

  • Prepare client files and meeting materials for financial planning appointments....

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