Administrative Assistant (Client Service & Operations Support)

Job Description

Job Description

LOCATION: Remote (Utah based preferred)

COMPENSATION: $60,000 – $70,000 base salary + discretionary bonus + benefits

Overview:

Our client is an Independent financial advisor based in Park City, UT is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will play a critical role in supporting day-to-day operations, client service, and business organization as the firm enters its next phase of growth.

The advisor has built a successful, relationship-driven practice and is looking for someone who complements his strengths, bringing structure, follow-through, and operational excellence. This is an opportunity to step into a highly impactful role where you will help streamline processes, and create capacity for future growth. This role is fully remote and ideal for someone who thrives in a role with clear ownership of operations and processes.

Key Responsibilities:

• Serve as the primary administrative and operational support to the advisor

• Manage calendar, scheduling, and meeting coordination with clients and prospects

• Prepare for client meetings (agendas, materials, follow-ups, task tracking)

• Handle client service needs including account maintenance, paperwork, and general inquiries

• Coordinate and track workflows to ensure tasks are completed accurately and on time

• Assist with seminar and marketing logistics (mailers, event coordination, follow-up tracking)

• Organize and maintain CRM and client data; ensure clean, consistent records

• Identify inefficiencies and implement improved systems and processes

• Support general business operations and act as a “catch-all” for day-to-day needs

• Provide light sales support by helping manage outreach follow-ups and client touchpoint

Qualifications:

• 3–8+ years of administrative, operations, or client service experience (financial services a plus, not required)

• Highly organized with strong attention to detail and follow-through

• Ability to take initiative and work independently in a remote environment

• Strong communication skills; professional and client-friendly demeanor

• Tech-savvy and comfortable learning new systems (CRM, scheduling tools, basic financial platforms)

• Process-oriented mindset with a desire to build and improve workflows

• Able to balance multiple priorities and comfortable holding the advisor accountable to commitments, timelines and follow-through

• Finds genuine satisfaction in closing loops, maintaining clean systems, and bringing order to ambiguity