Administrative Office Assistant and Scheduler

Lead with Purpose. Partner with Impact.

Rinvelt & David is seeking a proactive and detail-oriented Administrative Office Assistant & Scheduler to join our team. The ideal candidate will demonstrate strong personal initiative, the ability to manage multiple responsibilities, and work effectively with a variety of personalities. This position is responsible for supporting the daily operations of the front desk, supporting our office, and ensuring an exceptional client experience. The Administrative Office Assistant & Scheduler will collaborate closely with the Office Manager and provide administrative and scheduling support across the firm.

What You’ll Do:

The requirements listed below are representative of this position's essential duties and

responsibilities. Reasonable accommodations may be made to enable individuals with

Disabilities To Perform The Essential Functions.

Phone and Mail

• Answer incoming calls, transfer to the appropriate team members, and take
• accurate messages.
• Distribute incoming mail or route it to the Office Manager for review.
• Assist with regular weekly mailings and special project mailings.
  
  

Client Service and Staff Support

• Greet clients upon arrival and ensure they are offered refreshments.
• Prepare conference rooms prior to client appointments.
• Copy and organize client documents (e.g., identification, paperwork) as needed.
• Coordinate client lunch orders, including ordering, delivery or pickup, setup, and
• cleanup.
• Proactively schedule appointments for Advisors and maintain related reports.
• Make appointment reminder calls and send weekly emails to clients as needed.
• Generate and analyze appointment scheduling reports under Advisor direction.
• Create monthly birthday and wedding anniversary reports.
• Update and maintain the front lobby display in coordination with the Office
• Manager.
• Maintain the annual office event calendar and event spreadsheets with attendee
• data.
  
  

Business Transactions – Backup to Director of Operations

• Enter new client information into the CRM and assist with ongoing database
• maintenance.
• Manage client address changes in the CRM.
• File client documents both physically and electronically.
• Create new account folders with appropriate labels and coding.
• Collect and organize review meeting materials for Advisors.
• Provide clients with custodial tax forms upon request.
• Support annual estate document reviews by preparing required updates.
• Assist in annual review of RMD spreadsheets.
• Maintain client service logs and assist with shipping documents and data to clients
• and custodians.
  
  

General Office Support

• Provide administrative support, including scanning, faxing, laminating, filing, and
• supply stocking.
• Maintain and update the office CRM database.
• Manage ongoing physical file maintenance, including scanning and secure
• destruction of closed files.
• Review and organize electronic files for clients and prospects.
• Monitor office supplies and notify management of needs.
• Provide assistance as needed.
• Maintain a clean and organized kitchen and common areas.
  
  

What You Bring:

• High school diploma or GED required.
• A minimum of 2 years of experience in office administration is required.
• Experience in the financial services industry is preferred but not required.
• High level of professionalism and discretion in handling confidential information.
• Professional attire and demeanor.
• Strong time management and organizational skills, with the ability to manage
• multiple tasks independently.
• Excellent verbal and written communication skills.
• Exceptional attention to detail and organizational ability.
• Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to multitask and work effectively in a fast-paced environment.
• Experience with financial planning and reporting software is preferred.
• Experience with CRM systems is preferred.
• Comfort working with numbers and financial calculations.
  
  

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.