Administrative Asssitant

Hoffman Financial Group is looking to fill a position for an Administrative Assistant.

Do you take pride in a job well done and seek to exceed expectations?

We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed

team player seeking to join our growing firm. The Administrative Assistant’s role is a valued position within our team, where the associate will support two senior advisors in their day-to-day operations, enhancing the advisor’s role, client success, and firm’s growth.

How will you help support our clients and practice?

- Work directly with our team of experienced Financial Advisors

- Manage client information database system

- Perform work tasks, follow-ups, and workflows with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents.

- Act as point of contact and coordinator between advisor(s), clients, team members and industry partners

- Preparing client letters and other written communication as requested

- Interfacing with the compliance officer and practicing compliance.

- Assistance with the management of the advisor’s calendars and emails

- Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model

- Approach all scenarios with a “how can I help improve this” mindset

- Consistently seek to enhance existing processes to reduce friction and provide a “Wow!” client experience with every interaction

Who do you need to be?

- Honest and full of integrity. Understanding that we are helping clients with an important, integral, and intimate part of their lives, their money.

- A natural service provider who derives their energy from a supporting role

- Excellent communicator in both verbal and written mediums

- Comfortable in a fast-paced work environment offering variety and constant evolution

- Technologically savvy and embracing the continued adoption of industry-leading technology and processes

Experience Preferred

-Associate or bachelor’s college degree preferred. Not required.

- Prior personal, administrative, or executive assistant experience, preferred but not required

- Prior investment or insurance industry experience would be helpful, but not necessary

- Excellent interpersonal, oral, and written communication skills

- Dedication to detail and accuracy

- Computer skills (Microsoft Office Skills – Word, Outlook, Excel, PowerPoint, Teams, OneNote)

- Industry Technology Platform Experience – eMoney, Wealthscape, Envestnet, EZapp

- Familiarity with CRM software or client database management

Schedule requirements

-Full-time position

-Monday to Friday; daytime and in-person position in our Horsham, PA office

-No weekends

-401k

-Health benefits included if needed