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Financial Advisor Administrative Assistant Jobs (NOW HIRING)

Thrivent Financial

Administrative Assistant

Perrysburg, OH · On-site

$17 - $22.75/hr

... * Assist Financial Advisors in the preparation and follow up for the client/member meetings ... Previous administrative/secretarial experience desired * Strong technical computer aptitude and ...

Gamm Financial Group Inc

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Administrative Assistant

Cranston, RI

$35K - $45K/yr

We are seeking a detail-oriented and client-focused Administrative Assistant to support our financial advising team. This role is critical in ensuring smooth day-to-day calendar operations ...

Staffmark Group

Administrative Assistant

Cohoes, NY · On-site

$17.75 - $23.75/hr

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant ... Experience supporting high level executives and/or financial advisors in complex environment ...

Elite One Capital

Administrative Assistant

Sacramento, CA · On-site

$19.25 - $25.75/hr

Description We are seeking a reliable and detail-oriented Administrative Assistant to support a Financial Advisor with day-to-day operational and administrative responsibilities. This position is ...

HHM CPAs

Administrative Assistant

Chattanooga, TN

$16.50 - $22/hr

Coordinate communications with attorneys, tax advisors, financial professionals, non-profit ... Minimum of 2 years' previous experience in an administrative assistant, executive assistant, or ...

HHM Talent

Administrative Assistant

Chattanooga, TN · Remote

$18.50 - $24.75/hr

Coordinate communications with attorneys, tax advisors, financial professionals, non-profit ... Assist with administrative matters related to Family Office.Manage administrative responsibilities ...

Thrivent

Administrative Assistant

Fergus Falls, MN · On-site

$20 - $22/hr

The Administrative Assistant reports to and is employed by Lamplight Advisor Group. This is an in ... Basic understanding of Lamplight Advisor Group, our products and services, and Thrivent Financial ...

Kaizen Financial Group

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Financial Advisor

Shelby Township, MI · On-site

$100K/yr

You'll step into an established environment with existing opportunities, administrative support ... Provide exceptional ongoing service to existing clients * Assist with additional projects that ...

Thrivent

Administrative Assistant

Fergus Falls, MN · On-site

$20 - $22/hr

The Administrative Assistant reports to and is employed by Lamplight Advisor Group. This is an in ... Basic understanding of Lamplight Advisor Group, our products and services, and Thrivent Financial ...

First Command - Marissa Cross

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Administrative Assistant

Eglin Air Force Base, FL · On-site

$19 - $20/hr

You will manage critical daily office operations, handle administrative and clerical support, coordinate calendars, and assist our Financial Advisors in maintaining strong, trusting relationships ...

First Command - Marissa Cross

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Administrative Assistant

Fort Walton Beach, FL · On-site

$19 - $20/hr

You will manage critical daily office operations, handle administrative and clerical support, coordinate calendars, and assist our Financial Advisors in maintaining strong, trusting relationships ...

First Command - Marissa Cross

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Administrative Assistant

Niceville, FL · On-site

$19 - $20/hr

You will manage critical daily office operations, handle administrative and clerical support, coordinate calendars, and assist our Financial Advisors in maintaining strong, trusting relationships ...

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Financial Advisor Administrative Assistant information

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How much do financial advisor administrative assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial advisor administrative assistant in the United States is $23.34, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $26.20 per hour, depending on experience, location, and employer.

What is a financial advisor administrative assistant?

A Financial Advisor Administrative Assistant is a professional who supports financial advisors by handling administrative tasks such as scheduling appointments, managing client communications, preparing documents, and maintaining records. They play a key role in ensuring the smooth operation of a financial advising office, allowing advisors to focus on providing financial advice to clients. Their responsibilities may also include handling paperwork for investments, keeping track of compliance requirements, and assisting with client onboarding. Strong organizational and communication skills are essential for success in this role.

What are the main responsibilities of a financial advisor administrative assistant during client meetings and follow-up?

As a Financial Advisor Administrative Assistant, you play a crucial role before, during, and after client meetings. You are typically responsible for scheduling appointments, preparing necessary documentation, and organizing client files ahead of meetings. During meetings, you may assist with note-taking or managing presentation materials. Afterward, you often handle follow-up tasks such as updating client records, preparing summary reports, and ensuring that any action items or service requests are promptly addressed. This support helps ensure meetings run smoothly and clients receive timely, professional service.

What are the key skills and qualifications needed to thrive as a financial advisor administrative assistant, and why are they important?

To thrive as a Financial Advisor Administrative Assistant, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by an associate's or bachelor's degree. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically required. Excellent communication, discretion, and time management are crucial soft skills for supporting advisors and interacting with clients. These capabilities ensure smooth office operations, accurate client record-keeping, and a positive client experience in a regulated financial environment.
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Financial Advisor Administrative Assistant jobs near you
Infographic showing various Financial Advisor Administrative Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,554 per year, or $23.3 per hour.

Administrative Assistant

Thrivent Financial

Louisville, KY

$18 - $20/hr

Full-time

PTO

Posted 17 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Summary

This position provides administrative support to Liz Trotter. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Liz Trotter.
This is a full-time in person position. Compensation $18-20/hr. PTO and Holiday are the only benefits provided.

Job Description

Position Roles/Responsibilities/Accountabilities

  • Handles incoming telephone calls to and responds to requests for information
  • Performs routine administrative duties such as maintaining office supplies and processing mail
  • Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
  • Supports projects, administration of various programs, and processing functions as needed
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors
  • Update the contact management system with client/member contact and preference information
  • Unlicensed Investment Operations support
  • Assist Financial Advisors in the preparation and follow up for the client/member meetings
  • Event planning and Social Media marketing
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed
  • Completes other miscellaneous tasks as assigned

Position Qualifications

  • Previous administrative/secretarial experience desired
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information
  • Basic understanding of our products and services, and Thrivent Financial

Competencies

  • Planning/Organizing
  • Customer Focus
  • Communication
  • Interpersonal Skills
  • Teamwork and Collaboration
  • Adaptability/Flexibility

External/Internal Dependencies

  • Must be able to work with all roles of the practice
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Liz Trotter's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

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