Administrative Assistant

Overview

Guardian Financial Services

📍 In-Office | Salem, New Hampshire

🕒 Full-Time

About the Firm

Guardian Financial Services is a boutique wealth management firm serving professionals and retirees who rely on us to navigate complex financial decisions with clarity and confidence. We pride ourselves on thoughtful planning, clear communication, and long-term client relationships.

This role is central to delivering a high-touch client experience and keeping the firm operating at a high level.

This position is the operational backbone of the firm. You’ll work directly with the founder and support client service, account administration, and day-to-day operations.

We’re looking for someone who is proactive, detail-oriented, and takes ownership of their work from start to finish.

This is not a clock-watching role. Reliability, follow-through, and pride in doing things right matter here.

• Open new client accounts and ensure all paperwork is completed accurately
• Transfer funds into and out of client accounts (ACATs, contributions, distributions, internal transfers)
• Onboard new clients and coordinate all setup steps from start to finish
• Prepare and process account forms and service requests
• Maintain accurate client records in the firm’s CRM and document systems
• Schedule client meetings and prepare materials in advance
• Track outstanding items and follow up through resolution
• Communicate professionally with clients, custodians, and vendors
• Support compliance-related administrative tasks as required

First 90 Days

• Independently process routine account openings and service requests
• Maintain clean, complete, and well-organized client records
• Anticipate upcoming tasks and follow-ups without being prompted

Longer Term

• Become a trusted internal point person for client operations
• Reduce errors, delays, and bottlenecks across workflows
• Proactively suggest process improvements and organizational upgrades

• Hungry to learn and eager to grow professionally
• Strong work ethic and dependable follow-through
• Highly organized with excellent attention to detail
• Clear, professional communicator (written and verbal)
• Comfortable working independently and using judgment
• Tech-competent (email, calendars, PDFs, CRM systems, basic spreadsheets)
• Trustworthy and discreet with sensitive financial information

• Prior experience in financial services, banking, insurance, or legal administration
• Familiarity with account paperwork or compliance-driven environments
• Interest in pursuing FINRA licensing over time

Upward mobility matters here. For the right person, there is a clear path to expanded responsibilities, licensing support, and client-facing work over time. Growth is earned through performance, reliability, and trust.

• Hourly pay: $25–$30 per hour, depending on experience
• Health insurance
• 401(k) plan
• Two (2) weeks paid time off
• Paid training and professional development

If you’re looking for a role where your effort is noticed, your skills grow, and there’s a real long-term path forward, we’d like to hear from you.

Please send your resume and a short note explaining why this role interests you to:

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patrick