Full or Part time availability. Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. This position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. Position Functions: Schedule client appointments and prepare agendas/forms for appointments. Follow-up with home office on related issues. Conduct client appointment reminder calls and check-in calls on follow up items. Greet clients upon arrival and extend hospitality to clients. Set up and maintain client management system. Document client contacts/calls. Track client special events and make appropriate contact per established client contact model. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Key Traits of a Successful Administrative Assistant: Strong organizational and computer skills. Direct attention to detail and organization. Effective and efficient time management. Polite and clear phone manner. Ability to multitask. Positive attitude and sincere willingness to constantly learn and grow.