Administrative Assistant - Trinity Employment Specialists

Administrative Assistant

Family Environment

Financial Advisory Firm

Monday-Friday

8:30a-4:30p

$16-$18/hr + room for advancement

Annual Raises

The Administrative Assistant plays a vital role in aligning with the practice’s business plan by managing tasks such as scheduling meetings, preparing presentations and client communications, and tracking new business correspondence. Responsibilities include responding to ad hoc requests, coordinating projects, and managing routine tasks like filing, copying, troubleshooting, and organizing client seminars.

We are seeking an organized and proactive Administrative Assistant to support our financial advisory team. This role combines business management, client service, and project coordination to ensure the efficient operation of our practice.

Key Responsibilities:

Business Management & Client Support (50%)

• Schedule and prepare agendas and documents for client appointments.
• Participate in client meetings, answer questions, and provide account-related information (as allowable).
• Conduct appointment reminders, check-in calls, and follow-ups.
• Draft correspondence for advisor signatures and managing office communication.
• Maintain and enhance the practice's online and local presence, implementing strategic recommendations.