Administrative Assistant

Blom & Howell Financial Planning is a privately owned, full-service financial planning and investment management firm based in Modesto, CA.

We are seeking a full-time Administrative Assistant to support a team of Financial Advisors. This role is essential to delivering a high-quality client experience through accurate execution, strong organization, and clear communication.

This position requires someone who can operate within a structured, team-based environment - balancing independent task execution with a high level of responsiveness to direction and feedback.

Team Structure & Role Alignment:

• Our firm operates with a team-based model:

Advisory Team (Financial Advisors)

Responsible for:

• Client relationships
• Financial planning strategy
• Investment recommendations
• Compliance oversight

Administrative Team

Responsible for:

• Executing operational workflows
• Preparing and processing client paperwork
• Maintaining accurate records
• Supporting implementation of advisor recommendations

How This Role Functions

The Administrative Assistant:

• Works under the direction of the Advisory Team
• Receives tasks, priorities, and feedback from advisors
• Executes work accurately and efficiently within established processes

This role requires:

• Strong attention to detail
• Clear and consistent communication
• A team-first mindset and willingness to take direction

Client Communication & Support

• Manage incoming calls and emails with clients and business contacts
• Schedule and coordinate client meetings
• Make outbound client care calls as needed

Client Service & Account Management

• Assist clients with new account paperwork and account maintenance requests
• Prepare and upload documents to client portals
• Work with custodians and clients to implement recommendations (e.g., account setup, beneficiary changes, contributions, distributions)

Meeting Preparation

• Request and organize information needed for client meetings
• Prepare materials and ensure accuracy and completeness of documentation

Data Management & Recordkeeping

• Enter and maintain accurate data in CRM and financial planning systems
• Maintain organized and up-to-date client records
• Ensure all documentation is properly filed and accessible

Operational Support

• Follow established workflows and procedures consistently
• Assist with internal projects and process improvements
• Support firm events and administrative initiatives

Performance Expectations

Success in this role requires consistent demonstration of:

• Accuracy – Work is completed with a high level of precision and attention to detail
• Responsiveness – Timely acknowledgment of requests and consistent follow-through
• Coachability – Openness to feedback and willingness to adjust and improve
• Professionalism – Clear, respectful communication and steady demeanor in the workplace
• Accountability – Ownership of tasks, including identifying and correcting errors

Key Traits and Skills of Ideal Candidate

• Exceptional People Skills & Professional Presence. A positive, client-first attitude with the ability to communicate clearly and professionally.
• Highly Organized & Dependable. Strong ability to manage multiple tasks while maintaining attention to detail and follow-through.
• Strong Written Communication. Ability to write clearly and professionally in emails and business communications.
• Technically Proficient. Comfortable working across multiple software platforms (CRM, custodial systems, client portals, etc.) and willing to learn new systems.
• Learner & Problem Solver. Interest in financial services and a desire to grow in knowledge and capability over time.
• Team-Oriented & Coachable. Able to take direction, receive feedback constructively, and contribute to a collaborative work environment.
• Creative / Marketing Skills (Preferred, Not Required). Experience with event planning, basic design, or marketing support is a plus.

Qualifications

• College degree or 3–5 years of administrative or client service experience

Benefits

• Retirement Plan Benefits
• Health Insurance
• Dental Insurance
• Vacation Time
• Ongoing Training & Development
• Advancement & Growth Opportunities

Position Details

• Job Type: Full-Time

Job Type: Full-time

Pay: $20.00 - $28.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Education:

• High school or equivalent (Required)

Experience:

• Administrative: 3 years (Preferred)

Location:

• Modesto, CA 95350 (Preferred)

Work Location: In person

Salary : $20 - $28