About the Role 

We’re seeking a detail-oriented, personable, and proactive assistant to support our financial advisory practice. You’ll be the primary point of contact for client service needs, handle administrative tasks, and help streamline operations so our advisor can focus on what matters most—clients. 

Key Responsibilities 

• Greet and communicate with clients via phone, email, and in-person 
• Schedule client meetings and manage advisor calendar 
• Prepare meeting materials and follow-up documents 
• Open new accounts, maintain client records, and process paperwork 
• Manage CRM and ensure accurate data entry and task tracking 
• Assist with marketing efforts such as email outreach or newsletters 
• Coordinate with Fidelity on client service issues 
• Processing client requests, including withdrawals, account changes, deposits, and service forms. 
• Ensure compliance with industry regulations and firm policies 
• Edit and proof written material 
• Organize and book guests for the daily radio show, including coordinating logistics and managing the calendar 

Ideal Candidate 

• Highly organized with strong attention to detail 
• Excellent communication and interpersonal skills 
• Comfortable with technology (CRM systems, Microsoft Office, Teams) 
• Self-motivated and able to prioritize tasks independently 
• Professional, discreet, and client-focused 

Bonus Points 

• Experience with financial advisory software (Redtail) 
• Familiarity with financial documents (statements, applications) 
• Basic website management and social media experience

Why Join Us? 

We’re a mission-driven financial advisory practice that puts people first—clients and team members alike. If you enjoy helping others, keeping things organized, and being part of a growing, client-focused team, we’d love to hear from you.