Administrative Assistant (Financial Services)

Location: In office, Monday–Friday

Salary: $45,000–$50,000 annually, dependent upon experience

Company

hirify.global provides financial services, with this position supporting the daily operations of Hess Wealth Advisors.

What you will do

• Answer incoming calls, respond to information requests, and greet members and clients.
• Process postal mail and practice email, maintain office supplies, and complete routine administrative tasks.
• Prepare or coordinate routine correspondence, reports, special projects, and program administration.
• Schedule client and member meetings for Financial Advisors and assist with meeting preparation and follow-up.
• Update the contact management system with client and member contact and preference information.
• Provide non-licensed backup support to other staff and complete additional tasks as assigned.

Requirements

• Previous administrative or secretarial experience is preferred.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
• Ability to manage multiple tasks and maintain high-quality work during frequent interruptions.
• Ability to protect sensitive and confidential information.
• Ability to work with all roles within Hess Wealth Advisors and represent the practice with external clients.
• Background verification and FBI fingerprint submission are required as part of the hiring process.

Culture & Benefits

• Full-time employment with a Monday–Friday office schedule.
• Employer contribution of 3% to an IRA.
• Paid time off.
• Holiday pay.
• Work focused on customer service, communication, teamwork, collaboration, and adaptability.