Administrative Asssitant

Job Description

Job Description

Hoffman Financial Group is looking to fill a position for an Administrative Assistant.

Do you take pride in a job well done and seek to exceed expectations?

We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed

team player seeking to join our growing firm. The Administrative Assistant’s role is a valued position within our team, where the associate will support two senior advisors in their day-to-day operations, enhancing the advisor’s role, client success, and firm’s growth.

How will you help support our clients and practice?

• Work directly with our team of experienced Financial Advisors
• Manage client information database system
• Perform work tasks, follow-ups, and workflows with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.
• Act as point of contact and coordinator between advisor(s), clients, team members and industry partners
• Preparing client letters and other written communication as requested
• Interfacing with the compliance officer and practicing compliance.
• Assistance with the management of the advisor’s calendars and emails
• Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model
• Approach all scenarios with a “how can I help improve this” mindset
• Consistently seek to enhance existing processes to reduce friction and provide a “Wow!” client experience with every interaction

Who do you need to be?

Experience Preferred

Schedule requirements