Administrative Assistant

Job Description

Freedom Financial Partners is hiring an Administrative Assistant to support Financial Advisors with client service, marketing and administrative support in a growing practice. This role is ideal for someone who enjoys meaningful client work, variety in their day, and learning new skills with a supportive team.

• Support client service and planning work by preparing materials and helping with follow-ups.
• Communicate with clients by phone and email in a professional, friendly manner (comfort on the phone is important; we’ll help you ramp up).
• Help keep client documentation accurate, organized, and consistent within established compliance-sensitive processes.
• Assist with marketing efforts (content development, social media, and coordination for events/webinars).
• Take ownership of administrative tasks and special projects to keep the office running smoothly.

Will be reporting to 3 executives

Compensation - $37,440

• Experience working in regulated or compliance-sensitive environments requiring accurate documentation, standardized record-keeping, and adherence to internal procedures.
• Background with CRM or other industry specific software used to document, chart, and code detailed client notes, such as Salesforce or similar platforms where structured data entry, required fields, and consistency of client records are critical.
• Strong organization, follow-through, and clear communication.
• Proficiency in Microsoft Word/Excel/PowerPoint (or willingness to learn quickly).

• Bachelor’s degree; or possess a background in either Health Information Management, Medical Billing and Coding, or related fields.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to  To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: