Administrative Assistant (Financial Services)

Location: In-person position

Salary: $20 per hour; 30–40 hours per week

Company

hirify.global provides financial services, while Fusion Financial Group operates the local financial advisory practice supported by this role.

What you will do

• Manage calendars and scheduling for two senior partners.
• Answer incoming calls, respond to information requests, and greet members.
• Process postal mail and practice email, maintain office supplies, and prepare routine correspondence and reports.
• Update the contact management system with client and member information and preferences.
• Assist financial advisors with preparation and follow-up for client and member meetings.
• Provide administrative and project support across the practice, including backup support for non-licensed tasks.

Requirements

• Previous administrative or secretarial experience is desired.
• 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.
• Basic understanding of financial products, services, and hirify.global Financial.
• Background verification and fingerprint submission to the FBI are required as part of the hiring process.

Culture & Benefits

• Friendly, upbeat approach to member experience and client relations.
• Collaboration with all roles across the practice and external organizations.
• Immediate opportunity to pursue life and health insurance licensing.
• Work schedule of 30–40 hours per week in an in-person environment.