Technical skills
Data analysis
Tools
CRM
Methods
Revenue operations
About this role
- Manage calendars, scheduling, and meeting logistics for advisors and firm leadership.
- Serve as a first point of contact for clients by phone, email, and in person, ensuring a warm and professional experience.
- Prepare, proofread, and organize client-facing documents, agendas, and correspondence.
- Support CRM data entry and maintenance to keep client records accurate and current.
- Handle general office administration: mail, supplies, vendor coordination, and expense tracking.
Requirements
- Strong written and verbal communication skills, with a professional and client-first demeanor.
- High attention to detail and comfort managing multiple priorities in a fast-paced office.
- Proficiency with Microsoft Office (Outlook, Word, Excel) and comfort learning new software, including CRM systems.
- Discretion and sound judgment when handling confidential client and financial information.
- A proactive, self-starter mindset and genuine interest in supporting a collaborative team.
Benefits
- Comprehensive health, dental, life, and short and long term disability insurance.
- 401(k) with company match.
- Generous paid time off.
- Direct mentorship from senior advisors, with a clear path to expanded client responsibility.
- Competitive base salary plus performance based incentive compensation.
- A small, collaborative firm environment with direct access to leadership and a real seat at the table.