Job Description
Why This Role Matters
Are you someone who loves keeping things organized, accurate, and running smoothly — while making a real difference for clients? We’re looking for a detail-driven Administrative Assistant who thrives in a steady, structured environment and finds joy in creating positive client experiences. If you’re naturally reliable, conscientious, and love making sure nothing falls through the cracks, this could be the perfect fit for you!
What You’ll Do
Be the go-to support for our team, keeping schedules, documents, and communication running seamlessly.
Organize meetings, prepare polished materials, and make sure details are handled correctly the first time.
Create smooth client experiences by handling requests with care, professionalism, and a friendly touch.
Keep information and files in order — accuracy and confidentiality are second nature to you.
Track data, reports, and project milestones, ensuring deadlines are consistently met.
Collaborate with colleagues and partners to keep workflows moving forward without hiccups.
What We’re Looking For
Proven experience in an administrative or support role (bonus points for federal government exposure).
A sharp eye for detail and a passion for getting things right.
Strong organizational skills with the ability to juggle multiple priorities calmly and effectively.
Clear and professional communication skills, both written and spoken.
Comfort with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other office tools.
A steady, dependable personality with a natural drive for consistency and structure.
Who You Are
Reliable & Organized: You love lists, order, and seeing things through to completion.
Client-Focused: Making people feel supported and valued motivates you.
Calm & Steady: You’re the dependable presence others can count on, even under pressure.
Thorough & Precise: Accuracy matters to you — you take pride in doing things right.
Government-Savvy (Preferred): You understand the importance of compliance, documentation, and protocol when serving federal clients.
Why You’ll Love Working With Us
Be part of a team that celebrates reliability, professionalism, and client care.
Work in an environment that values both structure and people.
Grow your skills while contributing to meaningful client relationships.
Enjoy the satisfaction of knowing your behind-the-scenes excellence makes a visible difference.
We are a boutique wealth management firm with a warm and family-like atmosphere. We specialize in helping federal government employees with their overall planning. Our goal is simple, we want to make a profound difference in our clients' lives by educating and guiding them so they can make smart and confident decisions and retire happily ever after!
Website:We are a boutique wealth management firm with a warm and family-like atmosphere. We specialize in helping federal government employees with their overall planning. Our goal is simple, we want to make a profound difference in our clients' lives by educating and guiding them so they can make smart and confident decisions and retire happily ever after!\r\n\r\nWebsite:
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