We are seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks, projects, and business initiatives. We seek an Administrative Assistant who is organized, detail-oriented, flexible, able to multi-task, and supports others. This position allows us to be a high-functioning team through data management, account management, project implementation, client communications, and upholding our strong, vibrant, inclusive culture.Essential Responsibilities Provide administrative support to the team, including managing calendars and email, and coordinating schedulesDraft and manage correspondence including letters, and thank you notes, and manage communications for client reviewsManage business systems to ensure team functionalityGenerate ideas for and plan team meetingsEnhance client experience through bulk email communications and organizing meetingsHandle inbound and outbound mail for clients and team membersMaintain and organize client files, including scanning documentsPlan and manage team and client-related eventsTrack and report on continuing education and licenses for Partners and AdvisorsOther miscellaneous duties, as required