Administrative Assistant

Looking for an administrative assistant to work in a financial planning firm unlike you have seen before. The job involves a wide variety of tasks as we overlap and help each other in our small team. The position has administrative duties centered around customer interaction and detail orientated work. Valued skills are professional customer service in person and over the phone, detail-oriented mindset, creative problem-solving, typing proficiency (>45 words per minute), and comfort with Microsoft Word, Excel, and Adobe pdf. Career advancement is available for those with office experience and a leadership mentality. We are looking for someone who is trustworthy, curious, creative, disciplined, and who thrives on change. That said, we do believe that attitude matters most, and everything else can be trained.

We are expanding the team as we find more work and grow the company. We are looking for a long-term core member of our team who we can work with, learn with, and grow with for years if not decades.

Open office hours are Monday-Thursday 8:30am-5:00pm with flexibility as needed.

We have a lot to offer and we know you do too, so I look forward to hearing from you, meeting you, and seeing how you might fit into the team.