What are the responsibilities and job description for the Administrative Assistant position at Rise North Capital?
Hours: 30–40 hours per week
About Me
I'm a financial advisor and entrepreneur building both a successful financial planning practice and a growing personal brand focused on helping others transform their lives. I'm looking for someone highly organized, proactive, trustworthy, and detail-oriented to become my right hand.
This isn't a typical assistant position. I'm looking for someone who enjoys creating order out of chaos, takes initiative, and wants to grow alongside a business that's expanding.
The position will begin part-time with the opportunity to grow into a full-time career for the right person.
Responsibilities
Business
- Manage my calendar and scheduling
- Manage my inbox and organize email communications
- Schedule, confirm, and reschedule client appointments
- Keep my CRM and client records organized
- Prepare administrative paperwork and documents
- Track outstanding client tasks and follow-ups
- Communicate with clients, carriers, and vendors when appropriate
- Help organize projects and priorities
- Assist with content organization and general business operations
Personal
- Light household organization
- Walking my two dogs when needed
- Coordinating home appointments or deliveries
- Occasional miscellaneous tasks that help keep my life running smoothly
What I'm Looking For
- Exceptionally organized
- Strong written and verbal communication skills
- High attention to detail
- Able to prioritize multiple tasks
- Proactive and resourceful
- Comfortable with technology and learning new software
- Professional, trustworthy, and discreet
- Enjoys helping others succeed
- Loves dogs
Bonus Points If You Have Experience With
- Assistant work
- Calendar management
- CRM software
- Microsoft Office
- Google Workspace
- Scheduling software
- Social media organization
Compensation
- Part-time (15–20 hours/week)
- Competitive hourly pay based on experience
- Opportunity to transition into a full-time Executive Assistant position as the business continues to grow
- Significant opportunity for increased responsibility and compensation over time
To Apply
Please send:
- Your resume
- A brief introduction about yourself
- Why you believe you'd be a great fit for this role
- I'm looking for someone who wants to build a long-term working relationship and become an integral part of a growing business.
To show you've read this posting carefully, please include the word "organized" in the subject line or the first sentence of your application