Administrative Assistant

About Shah and Associates

Shah and Associates provides personalized, goal-based financial advice to help clients achieve confidence in their financial future. Our practice is guided by integrity, honesty, and care, a commitment that has led to our advisor being named to the Forbes Best-in-State Wealth Advisor list for seven consecutive years. We are a team dedicated to helping clients achieve their dreams for generations to come.

Position Summary

The Administrative Assistant is a vital member of our team, responsible for providing high-level administrative support to ensure the efficient operation of our practice. This role requires exceptional attention to detail, a proactive approach, and a commitment to upholding our core values in every interaction. The ideal candidate will be a consummate professional, capable of managing multiple priorities while maintaining a focus on delivering excellent service to our clients and advisors.

Responsibilities

• Manage calendars, schedule client appointments, and coordinate meetings for financial advisors.
• Prepare and organize client meeting materials, including reports, presentations, and required documentation.
• Serve as a point of contact for client inquiries, handling requests with professionalism and care.
• Maintain client records and data with precision and confidentiality in our CRM system.
• Assist with the processing of paperwork and ensure all documentation adheres to compliance standards.
• Perform general office duties, including managing correspondence, ordering supplies, and maintaining an organized office environment.
• Support the team with special projects and initiatives as needed.

Qualifications

• A strong commitment to integrity, teamwork, and delivering exceptional client service.
• The ability to work independently and as part of a high-performing team.
• A proactive and thoughtful approach to problem-solving.