Administrative Assistant

Overview

Wall Street Alliance Group is seeking a highly organized, detail-oriented Administrative Assistant to support our growing fiduciary financial planning practice. This role is ideal for a professional who thrives in a fast-paced office environment and takes pride in delivering exceptional administrative and client support.

The Administrative Assistant will play a key role in daily office operations, client onboarding support, scheduling, and internal coordination—helping ensure our team delivers a seamless, high-quality experience to the physicians and families we serve.

• Maintain and systematically organize office files, records, and client documentation
• Coordinate calendars, meetings, and appointments for advisors and leadership
• Prepare, format, and edit documents, reports, and presentations
• Answer incoming phone calls and route inquiries professionally
• Assist with data entry and ongoing database management
• Support new account openings and client onboarding
• Assist clients with Docu Sign, online account access, and administrative follow-ups
• Provide general administrative support to team members as needed

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred
• Prior experience in an administrative or office support role
• Strong attention to detail with the ability to multitask effectively
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Ability to work independently while collaborating with a team
• Professional demeanor with a positive, service-oriented mindset

• Competitive salary: $80,000 – $120,000
  , based on experience
• Comprehensive benefits package including:
• 401(k) with employer match
• Health insurance
• Professional, team-oriented work environment
• Opportunity to grow with a respected fiduciary firm serving medical professionals