Administrative Assistant

Rockwood Stone Wealth Management is dedicated to helping individuals and families achieve their financial goals through thoughtful, personalized planning. We provide comprehensive financial planning, retirement and goal-specific strategies, investment management, and guidance around estate planning, tax planning resources, and insurance solutions.

We take pride in building long-term relationships with our clients and delivering both expertise and peace of mind throughout every stage of their financial journey.

This is a full-time, on-site Administrative Assistant position based in Pocatello, ID.

This role is central to our day-to-day operations and client experience. The Administrative Assistant will support the team with a wide range of responsibilities, including managing schedules, handling client communication, maintaining accurate records, and assisting with general office operations.

We are looking for someone who is highly organized, proactive, and comfortable managing multiple priorities in a fast-paced environment. This role requires strong attention to detail, professionalism in client interactions, and the ability to take initiative and follow through on tasks independently. This role is best suited for someone who values organization, consistency, and taking ownership of their work.

This position offers the opportunity to grow within the firm over time for someone interested in building a long-term career in financial services. We are looking for someone who takes pride in their work, pays attention to detail, and genuinely wants to be part of a team long term.

• Administrative or office experience (1 years preferred)
• Strong organizational and time management skills
• Professional communication skills, both over the phone and in writing
• Ability to manage multiple priorities in a fast-paced environment
• High level of attention to detail and follow-through
• Comfortable taking initiative and working independently
• Proficiency in basic office software (Word, Excel, email, etc.)
• Reliable, dependable, and team-oriented
• Comfortable working in a small team environment where roles may evolve over time

Preferred (but not required):

• Experience in financial services
• Experience supporting executives or advisors
• Interest in growing within the financial services industry
  

• $18–$24 per hour, depending on experience and qualifications.
• We offer a benefits package that includes 50% employer-paid health, vision, and dental insurance.
• Paid time off (PTO) is available for full-time employees after one year of employment.
• Eligibility for the SEP IRA retirement plan begins after two years of employment.

Compensation and advancement opportunities will continue to evolve based on performance, contribution to the team, and professional development. For the right individual, there is a clear path to take on increased responsibility over time, including the potential to grow into an advisor role with significantly higher earning potential.