What are the responsibilities and job description for the Administrative Assistant position at Wall Street Alliance Group?
Wall Street Alliance Group is seeking a highly organized, detail-oriented Administrative Assistant to support our growing fiduciary financial planning practice. This role is ideal for a professional who thrives in a fast-paced office environment and takes pride in delivering exceptional administrative and client support.
The Administrative Assistant will play a key role in daily office operations, client onboarding support, scheduling, and internal coordination—helping ensure our team delivers a seamless, high-quality experience to the physicians and families we serve.
- Maintain and systematically organize office files, records, and client documentation
- Coordinate calendars, meetings, and appointments for advisors and leadership
- Prepare, format, and edit documents, reports, and presentations
- Answer incoming phone calls and route inquiries professionally
- Assist with data entry and ongoing database management
- Support new account openings and client onboarding
- Assist clients with DocuSign, online account access, and administrative follow-ups
- Provide general administrative support to team members as needed
- High school diploma or equivalent required; associate’s or bachelor’s degree preferred
- Prior experience in an administrative or office support role
- Strong attention to detail with the ability to multitask effectively
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Ability to work independently while collaborating with a team
- Professional demeanor with a positive, service-oriented mindset
- Competitive salary: $80,000 – $120,000, based on experience
- Comprehensive benefits package including:
- 401(k) with employer match
- Health insurance
- Professional, team-oriented work environment
- Opportunity to grow with a respected fiduciary firm serving medical professionals
Salary : $80,000 - $120,000