Financial Administrative Assistant

Our client, a well-established and highly regarded financial planning practice, is seeking an Administrative Assistant to join their team. This organization is known for its comprehensive, client-first approach, focusing on holistic financial planning rather than sales-driven activities.

This is an excellent long-term opportunity for someone who thrives in a collaborative environment, enjoys supporting a professional team, and is passionate about delivering a high level of service to clients.

Key Responsibilities

Maintain and update CRM platforms (including Salesforce and Excel-based tracking)

Document detailed notes from client interactions

Communicate with clients via phone and email in a professional manner

Follow up on client requests and financial transactions

Coordinate with internal team members to resolve client inquiries

Request and manage financial and mortgage-related documentation