Administrative Assistant (Client Service & Operations Support)

LOCATION: Hybrid (Park City or Salt Lake City, UT)COMPENSATION: $60,000 – $70,000 base salary + discretionary bonus + benefitsOverview:Our client is an Independent financial advisor based in Park City, UT is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will play a critical role in supporting day-to-day operations, client service, and business organization as the firm enters its next phase of growth.The advisor has built a successful, relationship-driven practice and is looking for someone who complements his strengths, bringing structure, follow-through, and operational excellence. This is an opportunity to step into a highly impactful role where you will help streamline processes, and create capacity for future growth. This role is fully remote and ideal for someone who thrives in a role with clear ownership of operations and processes.Key Responsibilities:• Serve as the primary administrative and operational support to the advisor• Manage calendar, scheduling, and meeting coordination with clients and prospects• Prepare for client meetings (agendas, materials, follow-ups, task tracking)• Handle client service needs including account maintenance, paperwork, and general inquiries• Coordinate and track workflows to ensure tasks are completed accurately and on time• Assist with seminar and marketing logistics (mailers, event coordination, follow-up tracking)• Organize and maintain CRM and client data; ensure clean, consistent records• Identify inefficiencies and implement improved systems and processes• Support general business operations and act as a “catch-all” for day-to-day needs• Provide light sales support by helping manage outreach follow-ups and client touchpointQualifications:• 3–8+ years of administrative, operations, or client service experience (financial services a plus, not required)• Highly organized with strong attention to detail and follow-through• Ability to take initiative and work independently in a remote environment• Strong communication skills; professional and client-friendly demeanor• Tech-savvy and comfortable learning new systems (CRM, scheduling tools, basic financial platforms)• Process-oriented mindset with a desire to build and improve workflows• Able to balance multiple priorities and comfortable holding the advisor accountable to commitments, timelines and follow-through• Finds genuine satisfaction in closing loops, maintaining clean systems, and bringing order to ambiguity