Administrative Assistant

We are a client-focused, boutique financial advisory firm located in Annapolis. Since our founding in 2009, we've been dedicated to helping individuals and families build, manage, and preserve their wealth. Our team provides personalized financial planning, investment management, and retirement strategies tailored to each client's unique needs. We're passionate about building lasting relationships and helping clients feel confident in their financial decisions. By simplifying the complex and focusing on what truly matters, we guide clients through every stage of their financial journey. As we continue to grow, we're seeking an organized, proactive, and highly professional Administrative Assistant to support two of our lead financial advisors. This is an exciting opportunity to make a meaningful impact on the continued growth and success of our firm. Our team truly enjoys working together and takes pride in supporting one another to create an exceptional experience for both our clients and one another.

As the main point of communication between our lead financial advisors and clients, your warmth, positivity, and genuine care will help set the tone for their entire experience. You will represent the firm with professionalism in every interaction and appropriately handle client requests, knowing when to bring matters to the advisors' attention. Ensuring the efficiency and effectiveness of our daily operations, you will work closely with both advisors to provide administrative support, coordinate client communications, manage scheduling, and assist with documentation and follow-up tasks. This position requires discretion, strong attention to detail, and the ability to manage multiple priorities with minimal supervision. You are someone who can confidently manage multiple calendars, navigate and anticipate changes, and coordinate across people and time zones, all while keeping communication clear and details organized. We are looking for someone who enjoys supporting others and brings kindness and thoughtfulness to their work. We are a growing firm, and this position offers the opportunity to evolve into different career paths over time. However, we are equally open to someone who finds fulfillment in this type of position and would like to remain in it long term.

Responsibilities & Activities

• Greet clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
• Provide high-level administrative support to the lead financial advisors and licensed team members
• Manage and maintain complex calendars, scheduling client meetings and internal appointments
• Draft, proofread, and format professional emails and communications
• Maintain accurate client information in CRM, updating changes and documenting all activities
• Assist with onboarding new clients, including gathering and organizing necessary documentation
• Facilitate client instructions, including forms and follow up
• Follow up on action items from meetings with clients and vendors
• Coordinate travel arrangements and event planning, as needed
• Perform general office duties including filing, scanning, and managing electronic records

Knowledge, Skills, & Abilities

What We Offer