Broker Check

Receptionist & Administrative Assistant

Plan A Wealth Management is a faith-based wealth management and financial planning firm made up of independent thinkers, working together to accomplish a shared vision – helping our clients live a life full of meaning. We are seeking a Receptionist/Administrative Assistant who will provide a high level of professionalism with an exuberantly engaging and can-do attitude, keeping our office running efficiently.

What you do:

  • Greet guests and maintain a clean and professional client waiting area
  • Route incoming calls
  • General office management, including but not limited to, overseeing office supplies, coordinating calendars and scheduling appointments
  • Perform a variety of clerical tasks such as data entry, balancing financial records, distributing mail
  • Occasional event planning and travel booking

Our ideal candidate maintains professional competencies and adheres to firm’s ethical standards and cultural values. Our highly adaptive environment provides opportunities for advancement and increased responsibility if desired.

What you need:

  • Energetic and enthusiastic personality
  • 2-4 years of administrative experience preferred
  • Excellent communication, organizational, prioritization and time management skills
  • Punctual and dependable (non-negotiable)
  • Enjoys working as part of a team collaborating toward a team goal, while autonomously taking ownership of assigned tasks
  • Proficiency in Microsoft Word, Excel and PowerPoint

Bonus points:

  • Previous work history within financial services or investment management
  • Marketing and graphic design experience