Administrative Asssitant

Hoffman Financial Group is looking to fill a position for an Administrative Assistant.

Do you take pride in a job well done and seek to exceed expectations?

We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed

team player seeking to join our growing firm. The Administrative Assistant's role is a valued position within our team, where the associate will support two senior advisors in their day-to-day operations, enhancing the advisor's role, client success, and firm's growth.

How will you help support our clients and practice?
* Work directly with our team of experienced Financial Advisors

* Manage client information database system

* Perform work tasks, follow-ups, and workflows with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.

* Act as point of contact and coordinator between advisor(s), clients, team members and industry partners

* Preparing client letters and other written communication as requested

* Interfacing with the compliance officer and practicing compliance.

* Assistance with the management of the advisor's calendars and emails

* Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model

* Approach all scenarios with a "how can I help improve this" mindset

* Consistently seek to enhance existing processes to reduce friction and provide a "Wow" client experience with every interaction

Who do you need to be?
* Honest and full of integrity. Understanding that we are helping clients with an important, integral, and intimate part of their lives, their money.

* A natural service provider who derives their energy from a supporting role

* Excellent communicator in both verbal and written mediums

* Comfortable in a fast-paced work environment offering variety and constant evolution

* Technologically savvy and embracing the continued adoption of industry-leading technology and processes

Experience Preferred
*Associate or bachelor's college degree preferred. Not required.

* Prior personal, administrative, or executive assistant experience, preferred but not required

* Prior investment or insurance industry experience would be helpful, but not necessary

* Excellent interpersonal, oral, and written communication skills

* Dedication to detail and accuracy

* Computer skills (Microsoft Office Skills - Word, Outlook, Excel, PowerPoint, Teams, OneNote)

* Industry Technology Platform Experience - eMoney, Wealthscape, Envestnet, EZapp

* Familiarity with CRM software or client database management

Schedule requirements
*Full-time position

*Monday to Friday; daytime and in-person position in our Horsham, PA office

*No weekends

-401k

*Health benefits included if needed

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