Administrative Assistant

We are seeking a detail-oriented and client-focused Administrative Assistant to support our financial advising team. This role is critical in ensuring smooth day-to-day calendar operations, delivering exceptional client service, and maintaining accurate records in a highly regulated environment. The ideal candidate demonstrates strong organizational skills and attention to detail, communicates effectively and brings a proactive, reliable, and team-oriented approach to their work.  The candidate will serve as the main point of contact for incoming calls.