Job Description
Job Description
Pay: $50,000.00 - $55,000.00 per year
Job Description:
Essential Planning, LLC. is seeking a proactive and detail-oriented Administrative Associate to join our dedicated team. This is a dynamic and multi-faceted role, integral to ensuring the smooth operation of our financial advisory firm while also delivering exceptional experiences for our clients. As the first and last point of contact in the office, you will be the face of our firm, welcoming clients with professionalism, warmth, and a can-do attitude.
Key Responsibilities
As an Administrative Associate, you will be responsible for a wide range of administrative functions that support the firm's day-to-day operations and uphold the client experience. These responsibilities include, but are not limited to:
- Calendar & Communication Management
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- Coordinate and manage the schedules of the firm’s Founders/Visionaries.
- Schedule client appointments and maintain the firm’s overall calendar.
- Draft, review, and send communications on behalf of the firm’s Founders/Visionaries.
- Monitor and prioritize email correspondence, responding as appropriate.
- Answer and direct incoming calls with professionalism and efficiency.
- Organize and prepare materials for meetings, ensuring all logistics are handled.
- Assist with post-meeting follow-up communications to ensure client needs and arrangements are met.
- Travel Coordination
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- Arrange domestic travel for the firm’s Founders/Visionaries, including flights, car rentals, and accommodations.
- Client & Office Support
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- Greet clients and visitors, providing a polished and welcoming first impression.
- Execute administrative workflows with accuracy and efficiency.
- Perform general clerical duties: data entry, mailing, scanning, and filing.
- Maintain required compliance documentation and office organization.
- Coordinate with external vendors and service providers.
- Ensure office supplies are stocked, and facilities are well maintained at all times.
- Special Projects & Additional Support
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- Collect and analyze information or data requested by leadership.
- Perform other duties as assigned.
Qualifications & Skills
Education
- High School Diploma or equivalent (Required)
- College degree (Preferred)
Technical Skills
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Experience with CRM or database software (Preferred)
- Comfortable working with office equipment and digital tools
Core Competencies
- Strong alignment with the firm’s mission, vision, and core values.
- Exceptional written and verbal communication skills.
- Detail-oriented with excellent organizational and time management abilities.
- Ability to prioritize tasks and manage multiple projects in a fast-paced environment.
- Professional appearance and demeanor.
- Collaborative mindset and ability to work effectively within a team.
- Self-starter with a team-focused mindset.
- Strong problem-solving skills and adaptability.
- Commitment to providing extraordinary client service.
Why Join Essential Planning, LLC?
At Essential Planning, we believe in creating meaningful, lasting impact - for our clients and our team members alike. Our mission is, unquestionably, to be in the business of creating ideal futures for our clients, our community and our team -- financially, yes, but also in all spheres of their lives.
Our comprehensive benefits package includes:
- Competitive salary
- Health insurance stipend, life/long-term disability insurance, dental
- Pension plan
- 401(k) with company contributions
- Tuition assistance after 12 months of employment
- Paid time off (PTO), personal time, and holidays
- Work from home flexibility
- Professional development and continuing education opportunities
- Career advancement pathway
- Coaching and mentoring programs
- Collaborative and supportive team culture
- Comfortable, professional office environment
Join a team where your work truly matters, and your growth is a priority.
Interview Process & Timeline
· Phone screenings will take place on Friday, November 13th.
· Selected candidates will be invited to an in-person interview on Wednesday, November 18th. The interview includes performing job-related tasks. Please plan for approximately 90 minutes.
· The position is expected to start on Wednesday, December 2nd.
Please confirm your general availability for phone and in-person interviews when applying.
Apply Today
If you are a motivated, detail-oriented professional who thrives in a client-focused, fast-paced environment, we invite you to apply and become part of something meaningful at Essential Planning, LLC.
\nCompany Description
Essential Planning, LLC is a values-driven Registered Investment Adviser (RIA) that believes relationships matter, with our clients and with each other. As a collaborative and growing firm, we offer meaningful opportunities to learn, contribute, and grow while working alongside a team committed to excellence, service, integrity, and doing the right thing.
Company Description
Essential Planning, LLC is a values-driven Registered Investment Adviser (RIA) that believes relationships matter, with our clients and with each other. As a collaborative and growing firm, we offer meaningful opportunities to learn, contribute, and grow while working alongside a team committed to excellence, service, integrity, and doing the right thing.