Administration (Strategic Personal Assistant) Contract Position
About The Position
We are seeking a highly organized, proactive, and flexible Strategic Personal Assistant to support a leading advisor in a fast-paced financial services practice. This is a contract position directly with the advisor. It is not an employee position with Ascendant Financial and does not include Ascendant benefits or employee vacation programs. The ideal candidate will help manage communication, scheduling, client follow up, administrative tasks, CRM updates, event support, and day-to-day operational priorities. This role requires strong judgment, excellent communication skills, attention to detail, and the ability to stay organized in a busy and sometimes changing environment.
Requirements
- Highly organized, proactive, and flexible
- Strong judgment
- Excellent communication skills
- Attention to detail
- Ability to stay organized in a busy and sometimes changing environment
- Professional, detail-oriented, responsive
- Able to work independently while keeping communication clear
- Enjoy helping create structure, closing loops, and keeping important details from falling through the cracks.
Responsibilities
- Act as a key point of contact for clients, prospects, referrals, partners, and internal team members.
- Respond to calls, texts, and emails in a timely and professional manner.
- Redirect requests to the appropriate person, process, or client portal.
- Prepare basic correspondence for referrals, introductions, and follow ups.
- Book and confirm meetings with clients, prospects, referrals, event registrants, partners, and team members.
- Confirm next day appointments.
- Prepare meeting details, documentation, client notes, values, and other required information in advance.
- Support client onboarding meeting coordination.
- Maintain accurate client and contact records.
- Update tasks, opportunities, notes, addresses, and follow up items.
- Transcribe meeting notes and record client interactions.
- Support client re-engagement and follow-up activities.
- Assist with client portal questions and access issues.
- Track expenses and maintain organized records.
- Send forms, compliance documents, and client information as directed.
- Support file organization and document collection.
- Complete basic administrative and data entry tasks.
- Follow up on outstanding tasks and help ensure key items are completed.
- Support licensing, CE, renewal, insurance, and calendar-related administration as needed.
- Register clients and prospects for webinars, events, bootcamps, and coaching sessions.
- Confirm attendance and send follow-up materials or replays.
- Assist with scheduling, communication, and follow-up related to content, podcast, webinar, or education activities.
Benefits
- Two weeks off per year
- One week of flex time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
