Administrative Support Specialist

Job Summary

This role is ideal for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and takes pride in being the person who keeps everything (and everyone) on track. You’ll work closely with leadership and the team to support scheduling, client communication, documentation, and internal coordination.

About the Role

At the heart of our company are core values that guide everything we do. We lead with knowledge, believing that education unlocks better financial decisions. We act with integrity, ensuring every choice is made with honesty and care. We thrive on collaboration, knowing the best solutions are found when we work together. We embrace change with a spirit of innovation, transforming challenges into new opportunities. We bring a can-do attitude to every situation, facing obstacles with creativity and determination.

Responsibilities

• Support scheduling and client communication
• Document and organize internal coordination
• Work confidently with numbers, calculations, and data accuracy
• Execute tasks independently and follow through
• Adapt quickly to new tools like CRMs and scheduling systems
• Maintain confidentiality and handle sensitive information with discretion and confidentiality
• Comfortable working with numbers and basic math (accuracy matters in this role)

Requirements

• Excellent verbal and written communication skills with a warm, professional demeanor
• Detail-oriented with excellent organizational and multitasking abilities
• Proactive, “can-do” attitude with a willingness to support team members and jump into tasks as needed
• Self-motivated with a proactive mindset toward improving day-to-day operations
• Customer-focused and passionate about creating a positive experience
• Highly organized and detail-oriented
• Comfortable navigating Excel or Google Sheets (basic formulas, sorting/filtering data, etc.)
• Dependable and punctual, with a strong sense of accountability

Qualifications

• Ability to maintain confidentiality and handle sensitive information with discretion and confidentiality
• Resourceful and adaptable—able to jump into new systems and tasks quickly
• Dependable, punctual, and accountable
• Discreet and trustworthy with confidential and sensitive information
• Client-focused and passionate about creating a positive experience

Skills

• Google Workspace (Docs, Sheets, Calendar, Gmail, Meet)
• Basic Excel or Google Sheets (basic formulas, sorting/filtering data, etc.)

Benefits

• Flexible schedule
• Competitive pay range: $18-22/hr

Pay

$18 - $22 Hourly

Schedule

Part-time position that requires onsite presence.