Administrative Assistant

Are you organized, proactive, and ready to be the go-to person in a growing, client-focused financial firm?
Compass Financial is looking for a friendly and dependable Administrative Assistant to support our Springfield, MO office. In this vital role, you'll ensure our operations run smoothly while assisting the lead advisor with everything from scheduling to client support.

As an Administrative Assistant at Compass Financial, you’ll be the face of our office and a key partner to the lead advisor. Your role will include managing calendars, coordinating meetings, answering phones, and assisting with account-related tasks such as opening new accounts and processing trades.

• Serve as the first point of contact for clients and visitors, providing a warm and professional welcome
• Handle incoming calls and messages with professionalism and accuracy
• Manage the advisor’s calendar and confirm appointments and meetings
• Maintain organized client records through filing, scanning, and data entry
• Assist with account administration, including account openings, trade processing, and paperwork for platforms like Schwab, annuity vendors, and foundations
• Attend weekly networking meetings to help grow and maintain referral relationships
• Provide operational and administrative backup support to the team when needed

• Strong communication skills with a friendly, clear, and professional demeanor
• Excellent attention to detail and ability to manage multiple tasks simultaneously
• Dependable and punctual, with a consistent track record of reliability
• A polished, professional appearance and attitude appropriate for a client-facing role
• Proven experience in administrative or office support, ideally within a financial services or professional environment
• Comfort with learning and using client management tools (Redtail CRM experience is a plus)
• A collaborative mindset and willingness to pitch in where needed

Compass Financial is a retirement-focused firm built on integrity, client relationships, and community engagement. If you’re looking to grow with a respected team and take pride in the impact you make every day, we’d love to hear from you.

by submitting your resume and a short introduction highlighting your administrative experience and interest in financial services.