Administrative Assistant

Company overview

True Wealth Financial is a wealth management firm dedicated to serving our clients with the highest level of care, love, and commitment. We specialize in working with individuals of influence, crafting exceptional, white-glove experiences that leave a lasting impression. Many of the families we work with are three to four generations deep, and we guide them through significant moments in their lives. Ultimately, we are more than just portfolio managers—we are trusted partners, helping our clients move from where they are to where they aspire to be.

Our office culture is grounded in positivity, purpose, and clarity. We strive to provide service that exceeds expectations and foster a team motivated by making a meaningful impact in people's lives. Our mission is to add value to every family and organization we serve.

www.TWFinancial.com

Job Overview
We are currently seeking an Administrative Assistant who deeply cares for others and possesses the intuitive skills to connect with people and provide exceptional service. As the first point of contact, this role plays a crucial part in shaping our clients' first impressions. The ideal candidate will provide essential support to the Wealth Manager/Financial Planner, ensuring the seamless operation of our office. This role requires someone who is comfortable working independently when the Wealth Manager is traveling or meeting with clients outside the office. If you are eager to be part of a fast-growing management firm and take pride in helping clients achieve their dreams, we invite you to apply to join our team.

Responsibilities

Duties include but are not limited to:
- Manage office communications, correspondence, and phone calls.
- Address customer inquiries and provide exceptional support.
- Coordinate appointments, meetings, and travel for the Wealth Manager.
- Assist with office management duties to maintain a well-organized workspace.
- Perform administrative tasks such as data entry, filing, and document preparation.
- Open accounts, transfer funds, and assist clients with related tasks.
- Manage CRM and assist with preparation for client meetings (i.e., paperwork, requirements, etc).
- Provide daily summaries of completed and pending tasks to the Wealth Manager.

Skills
- Strong proofreading skills with attention to detail for accuracy and clarity.
- Excellent administrative and multitasking abilities.
- Proven customer support with outstanding oral, written, phone communication, and listening skills.
- Strong interpersonal skills for building and fostering relationships.
- Knowledge of office management procedures and basic finance principles.
- Proficiency in data entry, record-keeping, and Microsoft Office Suite, especially Excel.
- Ability to manage multiple projects with deadlines, analyze data, and solve problems effectively.

Preferences
- Experience supporting Financial Advisors or working in the financial industry.
- Paralegal experience is a plus.
- Ability to occasionally lift 30-50 lbs.

Ideal Personal Attributes

- Positive and enthusiastic, with a genuine passion for serving others.
- Warm, personable, and committed to delivering an exceptional client experience.
- Combines a strategic outlook with meticulous attention to detail.
- Proactive in anticipating needs and addressing them with efficiency and foresight.
- Independent self-starter who takes ownership of tasks.
- Resourceful and skilled at finding creative solutions.
- Adaptable, able to quickly adjust to changing priorities.
- Eager to expand skills and embrace continuous learning.