Greenhaven Financial Management

Company Description Greenhaven Financial Management is a financial planning and investment advisory practice based in Dorset, VT. working with individuals and small businesses. We could be defined as a "high touch practice", readily available to clients and willing to assist them with whatever planning issues arise. We focus on maintaining long-term client relationships, emphasizing careful analysis, transparent communication, and dependable support. Greenhaven Financial Management values professionalism, accuracy, and integrity in every aspect of its operations, creating a supportive environment for both clients and staff.

Role Description the Administrative Assistant is a full-time, on-site role based in Dorset, VT. This role supports daily office activity including managing back-office operations, maintaining accurate records and working between clients and the advisor. The Administrative Assistant will provide clerical support such as data entry, filing, and document preparation. The Administrative Assistant collaborates with the advisor to support client service activities and uphold Greenhaven Financial Management’s standards for reliability and confidentiality.

Qualifications

• Strong administrative skills, including records management, and general office coordination.
• Professional phone etiquette and excellent communication skills for interacting with clients.
• Clerical skills such as data entry, document preparation, and basic office software proficiency especially Excel.
• High attention to detail, strong organizational abilities, and reliability in handling confidential information.
• Ability to work on-site in Dorset, VT, and be comfortable working in an office with a dog
• Minimum of two years of college; additional education or administrative certifications are a plus.