Administrative Assistant

About NobleMark Financial

NobleMark Financial is a client-focused financial services firm dedicated to delivering personalized planning, investment guidance, and exceptional service. We are seeking a reliable, detail-oriented Administrative Assistant to support our financial team and help maintain a high-quality client experience.

Position Overview

The Administrative Assistant plays a key role in supporting financial advisors and daily front-office operations. This position requires strong organizational skills, professionalism, discretion, and the ability to learn and adapt to multiple software platforms in a regulated financial environment.

Key Responsibilities

· Administrative Support: Provide administrative support to the financial department by handling phone calls, managing calendars, scheduling meetings, and organizing documents.

· Client Interaction: Serve as the first point of contact for clients, both in person and over the phone, and assist them with inquiries, appointment scheduling, and document submission.

· Document Management: Maintain organized filing systems for client records, financial documents, and correspondence. Ensure accuracy and confidentiality in handling sensitive information.

· Coordination: Coordinate with internal teams to facilitate smooth communication and collaboration on projects, meetings, and events.

· Compliance Assistance: Assist in financial reports, and other regulatory documents. Ensure compliance with relevant laws and regulations.

· Financial Transactions: Assist in processing financial transactions, such as invoicing, accurately and in a timely manner.

• Assist with special projects and additional duties as assigned
• Assist with CRM updates and client information management

Qualifications & Skills

• High school diploma or equivalent required; associate or bachelor’s degree preferred
• Previous administrative or office support experience
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office (Word, Excel, Outlook)
• High attention to detail and accuracy
• Ability to handle confidential information with professionalism
• Client-service oriented with a positive, professional demeanor
• Ability and willingness to learn new software platforms and office systems

Preferred Experience (Plus, Not Required)

• Experience in the financial services industry
• Familiarity with Redtail CRM
• Experience working in a professional office or client-facing environment
• Experience financial planning software

Pay: $18.00 - $22.00 per hour

What We Offer

• Full-time, stable position
• Competitive pay: $18–$22 per hour, or based on experience
• Supportive and collaborative team environment
• Opportunity to grow within the financial services industry
• Long-term career potential with a professional firm
• Company contribution toward Health Ins
• Holiday Pay plus 80 hours of paid time off
• 401K match after 1 year of service

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Pay: $18.00 - $22.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person