🚀 Administrative Assistant - 1934

A boutique wealth management firm is seeking a highly organized and detail-oriented Administrative Assistant to support its advisors and operations team. The ideal candidate is professional, reliable, and thrives in a client-focused environment.

Responsibilities

• Providing administrative support to advisors and the operations team
• Managing calendars, correspondence, and client documentation
• Assisting with data entry, recordkeeping, and internal reports
• Coordinating meetings and maintaining organized digital files
• Supporting daily office operations and client service tasks

Ideal Qualifications

• Strong organizational and multitasking abilities
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office and general computer skills
• Prior bookkeeping experience preferred
• Flexible hours: 9:00 AM–4:00 PM

Salary

$67k - 70k/Year

Apply

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