Financial Administrative Assistant

• Support advisors, managers, and leadership with day-to-day administrative coordination, document preparation, and follow-up activities
• Create, organize, and distribute financial reports, client correspondence, and account-related summaries with a high level of accuracy
• Maintain up-to-date client files, account records, and compliance documentation to support regulatory and internal standards
• Prepare onboarding materials for new clients and assist with updates, changes, and ongoing account administration
• Process invoices, monitor expenses, and help reconcile basic financial records to support office and client-related transactions
• Arrange meetings, manage calendars, and coordinate travel logistics to keep schedules running efficiently
• Use firm-approved financial platforms and internal systems to track documentation, client activity, and required administrative records
• Handle sensitive client and financial information with discretion while supporting compliance and confidentiality expectations

• At least 2 years of experience in administrative support, financial operations, banking, investment services, or a similar detail-focused setting
• Strong organizational skills with careful attention to detail and the ability to maintain accurate records
• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook
• Ability to work with confidential financial and client information in a detail-focused and discreet manner
• Clear written and verbal communication skills for interacting with clients, internal teams, and leadership
• Ability to manage competing priorities, stay organized under deadlines, and follow through on multiple assignments

Experience supporting onboarding, HR administration, accounting-related tasks, or customer service functions

• Medical, vision, dental, and life and disability insurance
• Company 401(k) plan
• Free online training
• Access to top jobs
• Competitive compensation