Administrative Asssitant

Vista Wealth Solutions•Horsham, PA

4d•Onsite

About The Position

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

Requirements

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
Excellent interpersonal, oral, and written communication skills
Dedication to detail and accuracy
Computer skills (Microsoft Office Skills – Word, Outlook, Excel, PowerPoint, Teams, OneNote)
Full-time position
Monday to Friday; daytime and in-person position in our Horsham, PA office
No weekends

Nice To Haves

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
Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp
Familiarity with CRM software or client database management

Responsibilities

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