Administrative Assistant

$55,000 - $104,000/Yr

Hackmann Wealth Partners - Stamford, CT

Full-time - Entry Level

Onsite - Stamford, CT

Administrative and Support Services

About the position

The Administrative Assistant at Hackmann Wealth Partners plays a crucial role in supporting the operations of a fast-paced financial planning firm. This position involves a variety of administrative tasks aimed at ensuring high-quality client service and smooth operational processes, while adapting to changing priorities in a dynamic work environment.

Responsibilities

• Coordinate and manage business and personal travel and administrative duties for the President.
• Provide overall administrative support to all team members in both Operations and Financial Planning.
• Schedule and confirm meetings with clients and prospects; handle client phone calls and respond to client requests.
• Maintain spreadsheets of meeting summaries and ensure they are timely updated.
• Assemble financial plans and other client-facing materials for client meetings.
• Perform general administrative duties such as scanning, filing, faxing, and archiving.
• Complete additional operational, marketing, and administrative responsibilities as needed.

Requirements

• Possess excellent interpersonal, organizational, and written communication skills.
• Outstanding phone skills are mandatory.
• Display poise and composure in a professional work environment.
• Demonstrate dependability and exhibit high degrees of integrity, confidentiality, professionalism, and discretion.
• Ability to maintain high standards despite pressing deadlines.
• Willingness to learn and understand general business operations.
• Ability to handle highly sensitive, confidential, and non-routine information.
• Microsoft Office Suite knowledge is required.
• CRM knowledge is a plus but not mandatory.

Nice-to-haves

• Great energetic attitude and enthusiasm for working in a small but growing business.

Benefits

• Base salary in the $50 - $55k range dependent on qualifications and experience.
• Eligibility for discretionary incentive compensation awards based on individual and firm performance.
• Health insurance with employer/employee contributions.
• 401k plan.
• Flexible personal/vacation time off.
• Sick leave.
• Paid holidays.