Financial Office Administrative Assistant
Location
United States
Posted
9 days ago
Salary
$65K - $100K / year
Job Description
Job Requirements
- Financial services operations professionals with 5+ years of experience
- Self-directed, highly organized individuals who excel in remote environments
- Strong communicators who can manage client and internal interactions confidently
- Professionals who enjoy building structure, improving workflows, and ensuring execution
- Someone who wants to be indispensable, not interchangeable
- Strongly Preferred: Schwab Advisor Services experience
- Tools or Platforms: Salesforce, HubSpot, and/or Advyzon experience
- RIA or financial planning operations background
- Client service experience in advisory environments
- Task, workflow, and deadline management expertise
- Exposure to trust and estate planning processes
Benefits
- Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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