Office Assistant

Posted 2 days ago

We're searching for a diligent office assistant to provide administrative support. You’ll be responsible for responding to all complaints and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments and company trips, ordering office equipment, and marketing our brand through community events and print and digital mediums. Applicants should be extremely thorough, possess excellent communication skills, and have some background in customer service.

Send us your resume today to become part of the team!

• Improve skill sets through employee development programs
• Buy materials for the office when necessary
• Facilitate communication between our customers and team to ensure customer satisfaction
• Work to create marketing opportunities and plan events for our customer base in the community to improve company reputation and visibility
• Help build online marketing, brochures, email campaigns, etc. that highlight our services

• Prior experience in office management or our industry is a plus
• High school diploma or GED required, some college experience preferred
• Navigates computer programs with ease to provide a quick front‑desk experience for customers
• Display excellent written, problem‑solving, and verbal communication skills
• Shows ability to quickly finish very detailed work

$12.5 - $16 hourly

We are a fast‑growing, client‑focused financial planning team specializing in retirement income planning, wealth preservation, tax‑efficient strategies, and guaranteed income solutions.

• Help advisors grow to their highest earning potential

We combine top‑tier planning tools, in‑house support, innovative retirement solutions, and a team‑driven culture—not the restrictive corporate environment you may be used to.