Administrative Assistant

About the Position

Iron Point Retirement Solutions is a local retirement planning firm seeking a friendly, organized, and dependable administrative assistant to help keep our office running smoothly and provide a welcoming experience for clients and prospects.

You’ll be the first person visitors meet when they arrive and an important part of keeping appointments, paperwork, and follow-ups on track. We’re looking for someone who takes initiative, follows through, and enjoys helping people.

Responsibilities

• Greet clients and prospects, offer refreshments, and notify the appropriate team member when visitors arrive.
• Prepare meeting rooms and materials before appointments.
• Answer incoming calls, take accurate messages, and assist with routine questions.
• Schedule and confirm appointments, send reminders, and coordinate rescheduling.
• Maintain accurate client records and notes in our client relationship management system (CRM).
• Organize documents, track outstanding paperwork, and follow up on missing information.
• Help communicate routine status updates to clients and coordinate administrative requests with insurance carriers.
• Assist with workshop preparation, registration lists, and attendee follow-up.
• Manage office supplies and keep reception and meeting areas presentable.
• Handle confidential information with care and discretion.

What We’re Looking For

• Strong organizational skills and attention to detail.
• A warm, professional manner in person and over the phone.
• Clear written and verbal communication.
• Dependability and availability during the established schedule.
• Comfort using email, calendars, word processing software, and learning new systems.
• The ability to manage several tasks, prioritize, and follow through without repeated reminders.
• Previous administrative, receptionist, or customer service experience preferred.
• Insurance or retirement planning office experience is helpful but not required.

This is an administrative support position. An insurance license is not required, and the role does not involve selling products or providing financial advice.

Why Join Iron Point?

You’ll work directly with the owner and other advisors in a small office where your contribution matters. This position offers consistent weekday hours and the opportunity to take ownership of meaningful responsibilities while helping us serve clients well.

Pay: From $22.00 per hour

Expected hours: 20.0 per week

Work Location: In person