What are the responsibilities and job description for the Administrative Assistant in Financial Services position at Comprehensive Financial Strategies?
About the Company
Comprehensive Financial Strategies is a professional financial advisory firm serving individuals, families, and business owners with comprehensive planning and client-focused financial strategies. We emphasize long-term relationships, education, and high standards of integrity and service.
Position Summary
We are seeking a full-time and a part-time Administrative Assistant to support daily office operations and client service. This role is ideal for a highly organized, detail-oriented professional with strong computer skills and an interest in the financial services industry.
The position includes structured training, including learning firm-specific systems, client platforms, and CRM software.
Key Responsibilities
- Answer phones and greet clients professionally
- Schedule client appointments and internal meetings
- Prepare, organize, and maintain client files
- Assist with new client onboarding paperwork
- Enter and maintain data in firm systems and CRM
- Prepare basic correspondence and documents
- Support advisors with administrative and client-service tasks
- Maintain confidentiality of sensitive client information
Required Qualifications (Must Have)
- High school diploma or equivalent
- No criminal history (background check required)
- Strong computer skills (Microsoft Word, Excel, Outlook)
- Professional communication skills
- Strong attention to detail and organization
- Interest in or basic knowledge of finance and financial terminology
- Ability to learn new software and internal systems
Preferred Qualifications (Nice to Have)
- College degree (Business, Finance, or related field)
- Prior administrative or office experience
- Experience in financial services, insurance, banking, or accounting
- Familiarity with CRM or client database systems
What We Offer
- Professional office environment
- Training on financial-industry systems and processes
- Opportunity to gain experience in financial planning operations
- Stable, full-time position with growth potential
· Benefits include - 401(k), Profit Sharing Plan, Pension Plan, Medical, Dental, Vision benefits, vacation and sick pay
Probationary Period
This role includes a 3–6 month probationary period, during which performance, reliability, and overall fit will be evaluated.
Pay: $4,000.00 - $6,000.00 per month
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $4,000 - $6,000