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**Employment Type:** Full-time (Direct Hire - Perm Position)

**Compensation:** $30,000 annual salary

**Reports to:** CEO / Advisory Team Lead

Overview:

Seeking a highly organized and detail-oriented Administrative Assistant to support an investment advisory team and deliver outstanding service to clients. This role serves as a liaison between clients, advisors, and internal teams, helping ensure smooth client experiences and efficient operations.

Key Responsibilities:

+ Serve as primary contact for client inquiries via phone, email, and in-person

+ Manage advisor calendars, schedule meetings, and prepare materials

+ Prepare, proofread, and distribute correspondence, reports, and presentations

+ Assist with onboarding new clients, documentation, and compliance forms

+ Collaborate with operations teams for trade execution and follow-up

+ Maintain client databases/CRM and ensure data integrity

+ Generate and analyze reports (performance, billing, account summaries)

+ Coordinate travel, expense reports, and reimbursements

+ Support marketing efforts, communications, and event coordination

+ Execute general administrative tasks (filing, scanning, office supplies)

Qualifications:

+ Bachelor’s degree in finance, Business, Economics, or equivalent experience preferred

+ At least 2 years of administrative support experience, ideally in financial services or investment environments

+ Proficiency in Microsoft Office (Excel, PowerPoint, Word)

+ Experience with CRM systems or financial software is a plus

+ Excellent communication, organizational, and multitasking skills

+ High professionalism, discretion, and ability to handle confidential information

+ Comfort working collaboratively across multiple departments

Benefits:

+ Competitive salary plus bonus/incentive program

+ Health, dental, and vision insurance; retirement options

+ Paid time off and holidays

+ Professional development and certification reimbursement

+ Supportive, collaborative team environment

If you are an enthusiastic professional with a passion for organization and client service, we invite you to apply!

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.