Fortitude Team

The Fortitude Team is seeking a friendly, organized, and detail-oriented Administrative Assistant to support our growing client services team. We partner with Inherit Guard, an estate attorney network, to help families navigate the estate planning process.

As the first point of contact for many of the clients, you’ll play an important role in creating a positive experience by answering inquiries, coordinating schedules, and providing exceptional customer service. The ideal candidate is dependable, professional, and enjoys helping people while staying organized in a fast-paced environment.

$70,000

• Respond to client phone calls, emails, and general inquiries

• Schedule consultations and manage appointment calendars

• Confirm upcoming appointments and send reminders

• Provide exceptional customer service to prospective and existing clients

• Maintain accurate client records and documentation

• Coordinate communication between clients and our team

• Assist with general office administration and data entry

• Help create a welcoming, professional experience for every client

• Excellent communication and customer service skills

• Strong organizational and multitasking abilities

• Detail-oriented with strong follow-through

• Comfortable using computers, email, and scheduling software

• Professional, dependable, and positive attitude

• Previous administrative or customer service experience is preferred but not required

The Fortitude Team is a growing financial platform dedicated to helping individuals and families build a stronger financial future through education and personalized financial strategies. We believe people deserve the knowledge and guidance to make confident financial decisions and pursue their long-term goals.

We’re equally committed to developing our team members by providing training, mentorship, and opportunities for professional growth. Our mission is to make a lasting impact by serving clients with integrity while empowering motivated individuals to build meaningful careers helping others.