Administrative Asssitant

Hoffman Financial Group is looking to fill a position for an Administrative Assistant. Do you take pride in a job well done and seek to exceed expectations? We value organized and detail-oriented professionals who are self-starters and life-long learners who like helping people achieve their dreams. We are looking to add a committed team player seeking to join our growing firm. The Administrative Assistant's role is a valued position within our team, where the associate will support two senior advisors in their day-to-day operations, enhancing the advisor's role, client success, and firm's growth. How will you help support our clients and practice? * Work directly with our team of experienced Financial Advisors * Manage client information database system * Perform work tasks, follow-ups, and workflows with a high attention to detail, with the ability to reliably ensure complete accuracy of data and documents. * Act as point of contact and coordinator between advisor(s), clients, team members and industry partners * Preparing client letters and other written communication as requested * Interfacing with the compliance officer and practicing compliance. * Assistance with the management of the advisor's calendars and emails * Schedule client financial planning meetings, reviews, investment meetings, and engagements outside the office according to the service model * Approach all scenarios with a how can I help improve this mindset * Consistently seek to enhance existing processes to reduce friction and provide a Wow! client experience with every interaction Who do you need to be? * Honest and full of integrity. Understanding that we are helping clients with an important, integral, and intimate part of their lives, their money. * A natural service provider who derives their energy from a supporting role * Excellent communicator in both verbal and written mediums * Comfortable in a fast-paced work environment offering variety and constant evolution * Technologically savvy and embracing the continued adoption of industry-leading technology and processes Experience Preferred *Associate or bachelor's college degree preferred. Not required. * Prior personal, administrative, or executive assistant experience, preferred but not required * Prior investment or insurance industry experience would be helpful, but not necessary * Excellent interpersonal, oral, and written communication skills * Dedication to detail and accuracy * Computer skills (Microsoft Office Skills - Word, Outlook, Excel, PowerPoint, Teams, OneNote) * Industry Technology Platform Experience - eMoney, Wealthscape, Envestnet, EZapp * Familiarity with CRM software or client database management Schedule requirements *Full-time position *Monday to Friday; daytime and in-person position in our Horsham, PA office *No weekends -401k *Health benefits included if needed

Created: 2025-10-06