Administrative Assistant

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 primarily a behind-the-scenes role focused on keeping the office organized, efficient, and running smoothly.

The ideal candidate is highly organized, dependable, professional on the phone, and comfortable handling spreadsheets, scheduling, paperwork, and follow-up communication with insurance and financial companies. Responsibilities include managing client files, coordinating appointments, tracking pending items, assisting with internal processes, and supporting overall office operations.

This role is best suited for someone who enjoys organization, accuracy, and administrative support work in a professional office environment.

Position Type:

Part-time or full-time (flexible depending on availability)

$63,000 yearly

• Maintain and organize spreadsheets used to track client information, applications, and follow-ups
• Call insurance and financial service companies to obtain updates on client applications, policies, and processing status
• Send appointment confirmations and reminders to clients via phone, text, or email
• Help track pending cases and update internal records accordingly
• Assist with scheduling appointments and managing the advisor’s calendar
• Maintain accurate notes and documentation from company calls and client interactions
• Support general administrative tasks to keep the office organized and efficient

• Strong organizational and communication skills
• Comfortable speaking on the phone with clients and company representatives
• Basic proficiency with spreadsheets (Excel or Google Sheets)
• Detail-oriented with the ability to manage multiple tasks
• Professional and dependable

Elite One Capital is a company dedicated to helping individuals and families make informed decisions about their financial future. With over 75 years of combined business and advising experience in the marketplace, our team brings a deep understanding of financial strategies, client service, and long-term planning.

At Elite One Capital, we believe strong training and mentorship are key to success, and we are committed to developing our team through hands-on guidance and continuous learning. Integrity is at the core of everything we do, and we pride ourselves on always doing what is right for clients. At the same time, we value building a positive culture where hard work, collaboration, and having fun in the workplace go hand in hand.