Our administrative assistant/appointment setter is often the first friendly voice our clients hear, setting the tone for the warm, family-first experience we’re known for. In this role, you’ll keep our office running smoothly, coordinate schedules and help our advisors stay focused on serving clients.
If you’re organized, personable and genuinely enjoy helping people, this role is for you.
Key Responsibilities
- Greet clients warmly by phone and in person to create a welcoming first impression.
- Schedule, confirm and reschedule client appointments for the advisory team.
- Manage calendars, office correspondence and day-to-day administrative tasks.
- Maintain accurate client records and update the firm’s database.
- Prepare meeting materials and ensure each client visit runs seamlessly.
- Support advisors and team members with follow-up calls and administrative needs.
- Help keep the office organized, professional and welcoming.