Abrar Admin

Prime Financial Strategies, Inc

Administrative Assistant in Financial Advisory Firm with opportunity to AdvanceLocation: 80918 Colorado Springs &ndash; On-site Position Type: Full-Time (40 hours/week)Your organizational skills and proactive attitude will be vital in supporting daily operations and ensuring a seamless client experience. You'll handle a variety of administrative tasks and provide outstanding customer support.Compensation: $45,000&ndash;$55,000 base+ negotiable for experience/credentials; PTO earned for 6 holidays, 4 personal days, 5 vacation days; retirement plan match; reimbursed licensing exams &amp; study materials.Who We AreWe are a small, family-owned Financial Advisory and RIA Firm serving multi-generational clients for over 35 years. As a team of 6, we pride ourselves on white-glove service, fiduciary integrity, and a warm, caring culture. This is not a corporate call-center. Every team member knows every client by name.The RoleStart as our Administrative Assistant and, with initiative, there is an opportunity to advance to ParaPlanner (2-5 years) and Associate Advisor Track (5-10 years). We will reimburse you for your Series 7, 66, Life/Health licenses, and CFP&reg; coursework if you show initiative.Administrative AssistantClient Experience (50%)&middot; Greet clients (in-person &amp; phone), schedule reviews, send correspondence. Excellent phone etiquette&middot; Prepare meeting materials, scan/organize documents, update and maintain client information in CRM and compliance systems&middot; Process paperwork and service requests, account openings, transfers, RMDs, and beneficiary changes.Team Support (50%)&middot; Call Service providers and request information, verify details, prepare organized, accurate work product&middot; Gather investment research, strategy proposals, and insurance illustrations.&middot; Ad-hoc projects (ex. convert paper files to digital, explore new technologies for adoption).&middot; Maintain processes and procedures, manage office supplies, other general office duties to include both physical and digital filing, data entry, document preparation and managementParaplanner Track (upon licensure &amp; mastery) Year 2&ndash;3+: optional with initiative&middot; Build financial plans in MoneyGuidePro/IncomeLabs.<ul><li>Run &ldquo;what-if&rdquo; scenarios, insurance audits, Roth conversions.</li><li>Draft review summaries and sit in on client meetings (shadow &rarr; co-present).</li><li>Earn seat at morning huddle; eventual path to Associate Advisor.</li></ul>Who Thrives Here<ul><li>Detail-obsessed but warm&mdash;can catch a $0.03 discrepancy and make a grieving widow feel heard.</li><li>Tech-comfortable: Proficient in Microsoft Office; quick learner of CRM/portfolio software.</li><li>Growth mindset: 2- or 4-year degree or equivalent experience; desire to learn.</li><li>Self-Confident: be able to work in a family office and adapt to relational dynamics.</li><li>Long-term fit: Seeking a career, not a r&eacute;sum&eacute; line. We promote from within.</li></ul>Requirements<ul><li>1&ndash;3 years administrative assistant experience (financial services a plus, not required). Proven office experience with strong organizational skills and attention to detail</li><li>Cleanly available M&ndash;F 8:00&ndash;5:00; rare overtime.</li><li>Clean financial history, background check and fingerprinting required.</li><li>We judge character over credentials, and critical thinking ability over existing knowledge.</li><li>Bonus: Notary, prior accounting, math or science background (we work with many engineers)</li></ul>What We Invest in You<ul><li>Professional Development &amp; Licensing: We reimburse for Series 7, 66 and insurance exams + study materials after 6 months.</li><li>Education: Reimburse CFP&reg; coursework after 36 months.</li><li>Retirement Plan: Company matching retirement plan (SIMPLE IRA currently)</li><li>Mentorship: 1:1 with primary advisor; quarterly reviews with written growth plan.</li><li>PTO earned for 6 holidays, 4 personal days, 5 vacation days; increases with longevity</li></ul>To ApplyRequired: Resume + Cover letter In Subject: &ldquo;Admin &rarr; Paraplanner &ndash; [Your Name]&rdquo;.In your cover letter, answer: &ldquo;How do you decide whether to ask for help or to find an answer yourself?&rdquo; Also please note hire date availabilityApplications close May 15, 2026. No calls or recruiters.Pay: $22.00 - $27.00 per hourExpected hours: 40.0 per weekBenefits:<ul><li>Paid time off</li><li>Professional development assistance</li><li>Retirement plan</li></ul>Application Question(s):<ul><li>In the cover letter please answer: How do you decide when to ask for help or to find an answer yourself?</li><li>What is your start date availability?</li></ul>Work Location: In person

Administrative Assistant in Financial Advisory Firm

Join Prime Financial Strategies, Inc and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Prime Financial Strategies, Inc

About Company

Administrative Assistant in Financial Advisory Firm