Job Description

About Us

We are a client-focused financial planning firm dedicated to delivering personalized advice and high-quality service. We are seeking a detail-oriented Administrative Assistant who is experienced in financial services operations and enjoys working in a fast-paced, client-driven environment.

Key Responsibilities

• Handle inbound and outbound client calls in a professional and timely manner
• Manage advisor calendars and client scheduling using Redtail CRM
• Utilize Wealthscape through NFS to support account servicing and operations
• Open and maintain client accounts, ensuring accuracy and completeness
• Work directly with custodians and product companies to process and service accounts
• Assist with client onboarding and documentation
• Maintain organized and compliant client records

Additional Information

Introductory Period: The first 90 days of employment will serve as an introductory period focused on training, system proficiency, and demonstration of accurate, independent job performance.

Requirements

• Proficiency with Wealthscape through National Financial Services (NFS)
• Experience using Redtail CRM for scheduling and client management
• Strong organizational skills and attention to detail
• Excellent communication and client service skills
• Ability to multitask and prioritize in a fast-paced environment
• Must be willing to be fingerprinted and pass a background check

Preferred

• Prior experience in a financial advisory or wealth management firm
• Familiarity with account opening, transfers, and servicing workflows
• Understanding of brokerage or advisory operations

Benefits

• Competitive salary
• Retirement plan options