Administrative Assistant (Financial Services)

Location: On-site, Monday to Friday, 9:00 a.m. to 5:00 p.m.

Salary: $40,000–$55,000 per year, dependent on experience.

Company

Gateway Financial Group provides financial practice and client support services using hirify.global Financial systems and programs.

What you will do

• Schedule client and member meetings on behalf of Financial Advisors.
• Handle incoming calls and respond to information requests.
• Welcome and greet clients and members.
• Prepare or coordinate routine correspondence, reports, and special projects.
• Update contact management records with client information and preferences.
• Provide administrative and project support across the practice.

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 FBI fingerprint submission are required as part of the hiring process.

Culture & Benefits

• Client-focused role requiring communication, interpersonal skills, teamwork, adaptability, and flexibility.
• Regular collaboration with all team roles and external clients.
• No benefits are provided with this position.

Hiring process

• Background verification is conducted during the recruiting, hiring, and contracting process.
• Fingerprints are collected for submission to the Federal Bureau of Investigation for nationwide records review.