Administrative Assistant - Columbiana, OH

Position: Administrative Assistant Location: Columbiana, OH Overview: A faith-based retirement planning and wealth management firm located in Columbiana, OH is dedicated to helping individuals and families achieve their ideal retirement. Our team of qualified professionals is passionate about providing personalized guidance and support to clients as they plan for their financial futures. We are seeking an experienced Administrative Assistant to join our reputable financial firm as the welcoming first face our clients see. In this pivotal role, you will create a positive and lasting first impression both in person and over the phone, ensuring every client feels valued and supported from the moment they enter our office. What you'll do: Answer phones and greet clients in a friendly, positive, and warm manner Be the first point of contact for prospects and clients Calendar management, including setting and confirming appointments Maintain the firm's CRM system through accurate data entry and database management Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests Process and generate invoices for services Prepare documentation and materials for client appointments Assist clients with issues, concerns and account inquiries Sort, scan and distribute incoming mail and deliveries Maintain office filing system, both paper and electronic Maintain job-related/industry specific compliance files Coordinate seminar preparation activities, including making confirmation calls to registered attendees to verify participation Attend educational seminars, including lunch and dinner sessions, as part of ongoing professional development and event support What We're Looking For: 3+ years' experience in an administrative role Possess a notary license or be willing to obtain Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office Self-starter who takes initiative and works well independently Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Excellent communication skills; both verbal and written delivered with a sincere and caring attitude Exhibits meticulous attention to detail and a commitment to accuracy Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Thrive in a "time sensitive" environment and adaptable to change without affecting the quality of work Bonus Points: Associate's degree Financial industry preferred What You'll Get: Pay & Perks: PTO Schedule: Monday-Friday, 8:30am-4:30pm Some evenings required for client events Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at

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