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trak group
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https://www.thetrakgroup.com
https://www.thetrakgroup.com
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Administrative Assistant
Job Description
Administrative Assistant
trak group is partnering with a respected financial services firm to find a dependable, proactive Administrative Assistant. In this role, you’ll support two senior advisors who are not only collaborative but also committed to helping you grow in the financial industry—ideal for someone eager to learn and ready to become an essential part of a high-trust team.
You'll have your own private office, enjoy generous PTO—even as a contractor—and receive support for your commute. This is a rare opportunity to join a steady, professional environment with long-term potential.
Why You’ll Love This Role:
If you’re ready to step into a role where your precision and people skills make a daily impact, apply now through trak group’s website and let’s get started.
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trak group is partnering with a respected financial services firm to find a dependable, proactive Administrative Assistant. In this role, you’ll support two senior advisors who are not only collaborative but also committed to helping you grow in the financial industry—ideal for someone eager to learn and ready to become an essential part of a high-trust team.
You'll have your own private office, enjoy generous PTO—even as a contractor—and receive support for your commute. This is a rare opportunity to join a steady, professional environment with long-term potential.
Why You’ll Love This Role:
- Approximately 100 hours of PTO + 7 floating holidays in your first year
- $100 monthly stipend toward parking or a bus pass—even if dropped off
- Private office and professional, respectful team culture
- Advisors are invested in mentoring and developing the right person
- A key role that directly supports clients and firm success
- Greet clients and serve as the primary point of contact at the front office
- Schedule appointments, manage calendars, and send follow-up communications
- Draft and edit proposals, letters, emails, and meeting notes
- Maintain and update client records using Redtail CRM, Excel, and Word
- Coordinate with service providers and custodians for client accounts
- Handle wire transfers, disbursements, and new client onboarding tasks
- Organize and manage client files, including financial, insurance, legal, and tax documentation
- Answer phones professionally and provide a seamless client service experience
- Stay one step ahead—anticipating the needs of both partners and clients
- 2–3 years of stable administrative experience
- Strong proficiency in Microsoft Office Suite
- Excellent attention to detail and organizational skills
- Proactive, reliable, and able to manage multiple moving parts independently
- Comfortable handling sensitive client data and maintaining confidentiality
If you’re ready to step into a role where your precision and people skills make a daily impact, apply now through trak group’s website and let’s get started.
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