Administrative Assistant- GMS Surgent

Hightower Advisors•Devon, PA

13d•$35,000 - $45,000•Onsite

About The Position

Your Future Team In a business focused on numbers, we know that it is our people who make up the true value of GMS Surgent, an advisory practice within Hightower Advisors, a financial services company. We take pride in recruiting individuals who demonstrate note-worthy academic and professional achievement as well as a motivation to reach their full potential. To foster our collaborative, team-oriented environment, we have developed wide ranging education-focused training program that includes topical seminars, mentoring and on-the-job training. What You’ll Do Provide comprehensive administrative support to executives, managers, and departments at GMS Surgent Manage calendars, schedule meetings, and coordinate logistics Prepare, edit, and format correspondence, reports, and presentations Answer and route phone calls, emails, and internal communications Maintain electronic and physical filing systems, including client and tax-related records Assist with tax administration tasks such as client intake, document tracking, tax deadline coordination, and filing support Order office supplies and coordinate with vendors as needed Assist with expense reports, invoicing, and basic recordkeeping Support internal projects and handle administrative tasks Maintain confidentiality and professionalism in all interactions What You’ll Bring High school diploma or equivalent required Prior administrative or office support experience preferred, ideally in a professional service or tax environmentStrong organizational and time-management skills Excellent written and verbal communication skills Proficiency with Microsoft Office and standard office technology Willingness and ability to learn new technologies, software platforms, and administrative tools used in tax and office operations Ability to manage multiple priorities with accuracy and discretion Professional office environment at GMS Surgent (in-office position) Regular interaction with internal teams and external clients Emphasis on reliability, adaptability, and attention to detail What We Offer Competitive benefits programAttractive health insurance package401(k) plan with company match17 days of paid time offFlexible summer hours to support work/life balance Base salary $35,000 – $45,000 (exact base salary amount will be dependent on experience) Hightower’s Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Requirements

High school diploma or equivalent required
Prior administrative or office support experience preferred, ideally in a professional service or tax environmentStrong organizational and time-management skills
Excellent written and verbal communication skills
Proficiency with Microsoft Office and standard office technology
Willingness and ability to learn new technologies, software platforms, and administrative tools used in tax and office operations
Ability to manage multiple priorities with accuracy and discretion
Professional office environment at GMS Surgent (in-office position)
Regular interaction with internal teams and external clients
Emphasis on reliability, adaptability, and attention to detail

Responsibilities

Provide comprehensive administrative support to executives, managers, and departments at GMS Surgent
Manage calendars, schedule meetings, and coordinate logistics
Prepare, edit, and format correspondence, reports, and presentations
Answer and route phone calls, emails, and internal communications
Maintain electronic and physical filing systems, including client and tax-related records
Assist with tax administration tasks such as client intake, document tracking, tax deadline coordination, and filing support
Order office supplies and coordinate with vendors as needed
Assist with expense reports, invoicing, and basic recordkeeping
Support internal projects and handle administrative tasks
Maintain confidentiality and professionalism in all interactions