What are the responsibilities and job description for the Administrative Assistant – Financial Planning Practice position at The Conner Group?
About the Role
We are a growing financial planning practice seeking a highly organized and client-focused Administrative Assistant to become the operational backbone of our team. In this role, you will work closely with a dedicated Financial Planner, supported day-to-day by our Senior Para-Planner and with project management guidance from our Practice Manager.
This is a fantastic opportunity for someone who thrives in a professional services environment, enjoys building client relationships, and wants to grow within the financial services industry (no prior finance experience required).
What You'll Do
Client & Communication Support
- Serve as the first point of contact for clients: answering calls, responding to emails, and scheduling appointments
- Prepare client meeting agendas, gather required documents, and send follow-up summaries
- Maintain accurate and up-to-date client records in the CRM system
- Coordinate and send client birthday, milestone, and appreciation communications
Operational & Administrative
- Manage the Financial Planner's calendar, coordinate scheduling, and handle meeting logistics
- Prepare and process new account paperwork, transfer forms, and service requests
- Track pending tasks and follow up with custodians, vendors, and clients as needed
- Organize and maintain digital and physical filing systems in compliance with firm policies
- Support the Para-Planner with data entry, report preparation, and document formatting
Project & Practice Support
- Assist the Practice Manager with project tracking, process documentation, and workflow improvements
- Help coordinate team meetings, training sessions, and firm events
- Monitor office supplies and coordinate with vendors as needed
What We're Looking For
Required
- 2 years of administrative experience in a professional office environment
- Exceptional organizational and time management skills (you can juggle multiple priorities without dropping the ball)
- Strong written and verbal communication skills
- Proficiency with Microsoft Office Suite (Outlook, Word, Excel) and comfort with CRM or scheduling software
- Demonstrated ability to handle sensitive and confidential information with discretion
- Reliable, self-motivated, and professional in a team-oriented office environment
- Very comfortable working with spreadsheets and office software day-to-day
Preferred (But Not Required)
- Experience in financial services, insurance, accounting, or a similarly regulated industry
- Familiarity with financial planning software (e.g., Redtail, Salesforce, MoneyGuidePro, eMoney)
Compensation & Benefits
- Starting pay of $22.50/hour ($46,000–$50,000 annualized including benefits), with a raise to $25.00/hour after successfully completing the first 6 months
- Paid Time Off (PTO): 10 days to start; increases to 15 days after one year
- Monthly benefits stipend to assist with personal health insurance costs
- Retirement savings plan with 100% employer match
- In-office full-time during the first 6 months of training; hybrid schedule available thereafter based on role fit and team needs
- Professional development and continuing education support
- Supportive, close-knit team environment with mentorship from experienced professionals
Pay: From $22.50 per hour
Benefits:
- Health insurance
- Paid time off
- Retirement plan
Work Location: In person
Salary : $46,000 - $50,000