Job Description
Job description
Now Hiring: Administrative Assistant to High-Producing Financial Advisor
Virginia Beach, VA | Full-Time | In-Office | $ 18/hr. starting
No retirement or healthcare benefits offered
Must pass background check and have no debt in collections over $10k or bankruptcy in the last 3 years
Are you detail-oriented, proactive, and thrive in a fast-paced, professional environment? A top-performing Financial Advisor is seeking a dynamic and highly organized Administrative Assistant to support daily operations and help drive exceptional client experiences.
What You’ll Do:
- Serve as the primary point of contact for scheduling, client communication, and daily office management
- Prepare meeting materials, reports, and follow-up documentation with accuracy and professionalism
- Manage account paperwork, compliance documentation, and client onboarding
- Maintain CRM systems and track key activities for pipeline and client service
- Provide high-level administrative support and anticipate the advisor’s needs
What We’re Looking For:
- Experience in financial services or a high-touch professional services environment preferred
- Strong organizational skills with the ability to prioritize and multitask under pressure
- Excellent verbal and written communication skills
- Tech-savvy with proficiency in Microsoft Office and CRM systems (We use Salesforce)
- High integrity, confidentiality, and a client-first mindset
Why Join Us?
- Work directly with a top-tier advisor making a meaningful impact on military members and their families' financial lives
- Opportunity to learn, grow, and become a trusted partner in the success of the business
- Competitive compensation, and a supportive, professional work culture
If you're ready to bring your talents to a high-performance team and play a critical role in delivering top-notch client service, we want to hear from you!
#AdministrativeAssistant #FinancialServicesJobs #ClientService
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Ability to Commute:
Work Location: In person
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