Financial Administrative Assistant Needed: Your Next Career Move Awaits! Do you excel at keeping things organized and running smoothly, even when life throws a curveball? We’re a leading financial firm specializing in retirees, and we’re on the lookout for a Financial Administrative Assistant who can juggle tasks like a pro while keeping a smile on their face. What’s the Role? As our Financial Administrative Assistant, you’ll be the backbone of our team, handling everything from scheduling client meetings, managing paperwork, to keeping our office running like a well-oiled machine. You’ll assist our advisors with client communications, maintain records, and ensure our clients always feel they’re in good hands. We’re not asking for decades of experience, but if you’ve got a knack for organization, strong communication skills, and a “let’s get it done” attitude, we want to hear from you! Familiarity with financial services is a plus, but a willingness to learn and a commitment to excellence is what truly counts. We offer competitive pay, benefits, and a positive work environment where your contributions are valued—and yes, we enjoy a good laugh even on busy days! If you're ready to bring your talents to a team that cares about high standards and great service (with a side of fun), apply today, and let’s make a difference together! Responsibilities: • Complete & process new business applications • Receive incoming client service calls in a friendly, warm manner • Process & follow up on client service requests • Update & review database/CRM to reflect account status regarding new business and/or service • Maintain an organized, compliant, and efficient filing system • Follow up on pending business and contact individual clients with updates • Assist Advisors with pre-appointment requirements • Gather account values and complete client review summary for upcoming appointments • Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests • Assist Advisors with educational workshops & client events as needed Qualifications: • 2+ years of experience in client services or new business development • Strong communication skills, both verbal and written • Ability to build and maintain client relationships • Proficient in CRM software and Microsoft Office suite • Detail-oriented and able to manage multiple tasks simultaneously Compensation: $45,000 - $55,000 yearly DOE

• Complete & process new business applications • Receive incoming client service calls in a friendly, warm manner • Process & follow up on client service requests • Update & review database/CRM to reflect account status regarding new business and/or service • Maintain an organized, compliant, and efficient filing system • Follow up on pending business and contact individual clients with updates • Assist Advisors with pre-appointment requirements • Gather account values and complete client review summary for upcoming appointments • Prepare & manage a weekly report on new business submitted, new business issued, and servicing requests • Assist Advisors with educational workshops & client events as needed