Job Description

This Is the Role You’ve Been Waiting For—If You’re the Right Fit, Don’t Let It Slip Away

You’re sharp. You’re organized. You like helping people. You want to be the person others rely on to make things happen. You’re looking for more than just a job—you want a role that matters, where every call you make and every appointment you schedule moves lives forward.

This isn’t your average admin job. This is your chance to become the heartbeat of a growing financial advisory firm— the person who keeps things moving, connects with clients, and helps people take real steps toward financial freedom.

If this sounds like you, keep reading—because this may be the one role you were meant for.

What You’ll Be Doing Every Day (and Loving It):

• Making warm, friendly calls to people who want help—confirming appointments, answering questions, and guiding them toward a better financial future.
• Running the front desk like a pro—welcoming guests, preparing meeting rooms, managing the calendar, and keeping the office running smoothly.
• Coordinating client workshops and events—keeping registrations on track, prepping materials, and ensuring every detail is dialed in.
• Supporting the team by doing what you do best—getting things done and making everyone’s day a little easier.

You Might Be the Perfect Fit If:

• You love helping people and making them feel heard, valued, and comfortable.
• You’re organized, detail-obsessed, and always two steps ahead.
• You’re confident on the phone and can connect with people easily.
• You take pride in showing up, getting things done, and doing them well.
• You’re looking for a role with structure, meaning, and room to grow.

What You Need to Bring:

• 2+ years of administrative or client-facing experience
• Strong communication and scheduling skills (phone, email, CRM systems)
• Confidence in Microsoft Office (Word, Excel, Outlook)
• A friendly, focused, high-energy mindset

Bonus Points If You Have:

• Experience in financial services or professional client environments
• Event coordination or workshop support experience
• Familiarity with appointment-setting systems

This isn’t just a job. This is your next chapter. The one where you help change lives—and build a career you love.

Apply Now!

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