About Us

We are a client-focused financial planning firm dedicated to delivering personalized advice and high-quality service. We are seeking a detail-oriented Administrative Assistant who is experienced in financial services operations and enjoys working in a fast-paced, client-driven environment.

Key Responsibilities

• Handle inbound and outbound client calls in a professional and timely manner


• Manage advisor calendars and client scheduling using Redtail CRM


• Utilize Wealthscape through NFS to support account servicing and operations


• Open and maintain client accounts, ensuring accuracy and completeness


• Work directly with custodians and product companies to process and service accounts


• Assist with client onboarding and documentation


• Maintain organized and compliant client records


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Additional Information

Introductory Period: The ...