Administrative Assistant - Wealth Management

Location: Onsite at hirify.global offices in the United States; compensation applies across offices in Colorado, Illinois, Ohio, and Massachusetts.

Salary: $22.82–$37.21 per hour

Company

hirify.global is an audit, tax, consulting, and wealth management firm.

What you will do

• Maintain data integrity dashboards, workflow systems, databases, client billing, and pipeline reporting.
• Coordinate client onboarding materials, form processing, client meetings, and ongoing client communication.
• Support partners and relationship managers with calendars, prospect calls, travel, mail, time and expense reports, billing, and CPE reporting.
• Prepare and edit proposals, RFPs, presentations, reports, spreadsheets, electronic delivery packages, and meeting materials.
• Maintain documents and records, proofread correspondence, coordinate conference rooms and team reservations, and liaise with external organizations.
• Organize team meetings, track deadlines, manage competing administrative requests, and prepare agendas, project lists, minutes, and reports.

Requirements

• 5+ years of administrative experience, preferably in a professional services environment.
• Required experience with Microsoft Office; WYN, CRM, or Salentica experience is highly preferred.
• Strong administrative, organizational, time management, data entry, and alpha-numeric skills, with close attention to detail and accuracy.
• Superior verbal and written communication skills, independent judgment, and a strong client service focus.
• Ability to communicate effectively with partners, staff, and visitors, multitask, and work in a fast-paced environment.
• Must be legally authorized to work in the United States without sponsorship.

Culture & Benefits

• Principally in-person workplace model with flexibility determined with the supervisor and team.
• Health, dental, vision, disability, and life insurance for eligible staff.
• Flexible Time Off, holidays, 401(k), flexible benefits plans, and business travel expense reimbursement.
• Pension plan, discretionary bonus plan, and possible health insurance and limited paid sick time for eligible contingent staff.
• Inclusive workplace focused on diversity, equity, belonging, and professional growth.
• Non-exempt position that may require work beyond a standard 40-hour week.