Administrative Assistant (Financial Planning)

Summary of Competitive Benefits & Perks:

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the company’s EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

Essential Job Functions of the Administrative Assistant (Financial Planning):

• Schedule meetings, coordinate schedules with clients and other professionals, and confirm meetings 24 hours in advance
• Arrange travel for prospect and client meetings
• Help planners track down client/prospect information and assist in entering data into Emoney Advisor
• Assist with meeting preparation (scheduling, printing, and binding)


Provide effective, confidential administrative support including:
• Answering telephones
• Preparing and maintaining client files
• Preparing and submitting expense reports
• Preparing correspondence for prospects and clients
• Processing mail


• Provide back-up support to other administrative positions within the firm
• Communicate clearly and effectively with clients; respond to their requests and work with them to resolve issues and meet their needs
• Maintain files, prepare client review materials, copies, scans and faxes
• Organize documents and correspondence in client files
• Assist in logging meetings and meeting notes in the CRM system
• Help planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed
• Maintain office supply inventory for the group and anticipate needs
• Other duties as assigned.

Required Skills and Abilities of the Administrative Assistant (Financial Planning):

• Highly effective written and oral communication skills
• Excellent organizational skills and ability to prioritize multiple tasks
• Strong attention to detail
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Ability to handle confidential information appropriately
• Follow-through on outstanding items
• Ability to effectively interact with all levels of employees within the organization and with clients 

Required Education / Experience of the Administrative Assistant (Financial Planning):

• Bachelor’s Degree or equivalent work experience
• Three to five years of relevant experience

Core Company Competencies:

• Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
• Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
• Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
• Teamwork: Demonstrates a commitment to collaboration, mutual respect, and shared responsibility in achieving common goals. 

Core Job Competencies:

• Communication: Interact with employees at many levels of the organization and must have the ability to express ideas and information orally and in writing keeping in mind the intended audience.
• Written communication: Expressing ideas and opinions clearly in properly structured, well-organized, and grammatically correct reports or documents; utilizing language and terminology that is understandable for the reader.
• Customer focus: Knowing the (internal and external) customer business needs and acting accordingly; anticipating customer needs and giving high priority to customer satisfaction and customer service.
• Quality Orientation: Setting high standards regarding his/her work and working environment and acting accordingly; developing quality standards, continuously evaluating performance, products, and procedures; actively seeking ways to improve quality.
• Attention to Detail: Taking responsibility for a thorough and detailed method of working.
• Initiative: Spotting opportunities within a circle of influence; anticipating threats and acting on them; self-starting rather than waiting passively until the situation demands action.
• Follow-up: The ability to develop and employ appropriate and timely follow-up procedures on job-related activities.
• Multitask: The ability to organize and conduct job-related activities in congruence with other activities and within acceptable timeframes in order to meet established deadlines.
• Teamwork: Working as a productive member of a cohesive group toward a common goal, and contributing to team development and effective team dynamics

Working Conditions/Physical Requirements of the Administrative Assistant (Financial Planning):

• This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer