Administrative Assistant

Job Description

We are seeking a reliable, detail-oriented, and proactive individual to support our day-to-day operations. This position involves managing calendars, coordinating travel arrangements, and handling a variety of ad hoc tasks and errands. The ideal candidate is organized, resourceful, and able to juggle multiple responsibilities with discretion and professionalism.

This position requires a high school diploma or equivalent. Prior experience working in an office‐setting is a plus, but not required. Proficiency with Microsoft Outlook is necessary. Experience with other Microsoft Office applications, specifically Word and Excel, is also a plus.

Job responsibilities will include, but are not limited to :

• Manage and coordinate schedules, appointments, and meetings
• Book travel, including flights, accommodations, ground transportation, and itineraries
• Serve as a gofer : run errands, pick up or deliver items, handle administrative or personal tasks as needed
• Provide general administrative support including phone / email correspondence, data entry, and document preparation

ABOUT OUR FIRM :

We are a fee‐only financial planning and accounting firm committed to serving the comprehensive financial needs of our clients. This includes providing personal and business financial consulting, investment, tax preparation, bookkeeping and payroll services. Our firm is growing quickly and building a strong reputation within our niche. Our company fosters a team‐oriented atmosphere and has built a culture that truly makes it a fun and enjoyable place to build a career. We are very excited to welcome our next team member.