Administrative Assistant

Join our thriving financial planning firm in Red Bank, NJ as an Administrative Assistant! We’re seeking a friendly, organized, and proactive professional to support our team and ensure an exceptional experience for clients and prospects.

What You’ll Do

• Greet clients warmly and provide outstanding customer service
• Answer and route phone calls, manage calendars, and maintain client records
• Maintain accurate and up-to-date client information in our CRM system
• Prepare conference rooms and manage office supplies
• Assist with client/vendor events, marketing initiatives, and correspondence
• Keep the office organized, professional, and welcoming

What We’re Looking For

• 2+ years in a fast-paced administrative role
• Positive, outgoing personality with excellent verbal and written communication skills
• Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Strong organizational skills, attention to detail, and ability to multitask
• Experience managing client data in a CRM system preferred
• College degree preferred; financial industry experience a plus

Why You’ll Love Working Here

• Collaborative, high-performing team environment
• Opportunities for growth and professional development
• Make a meaningful impact on client experience every day

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person