Administrative Assistant

Job Description

Job Description

Description & Requirements

Administrative Assistant

Location: Sedona, AZ (with potential future office location in Flagstaff)

Holistic Planning is a comprehensive financial planning firm dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. We are seeking a dedicated Administrative Assistant to support our team and deliver exceptional client experiences by handling client communication, scheduling, document management, and office coordination. The ideal candidate is organized, personable, and passionate about creating memorable interactions that exceed expectations.

Best-in-Class Benefits and Culture:

We value the dedication and contributions of every team member and offer a compensation package designed to support both professional and personal well-being. The position offers a competitive hourly rate of $20-$25, depending on experience, along with a comprehensive benefits program that underscores the company's commitment to employee success and satisfaction. Compensation & Benefits include:

• Health, dental, and vision insurance coverage
• Health Savings Account (HSA) for flexible medical spending
• Retirement plan with company matching contributions
• Paid time off and paid holidays to promote work-life balance
• Opportunities for professional development and career growth
• Supportive, collaborative team environment that values open communication and shared success

We foster a positive workplace culture where employees are encouraged to learn, grow, and help shape the firm's continued excellence.

Required Qualifications:

• 2+ years of financial services experience
• 1+ year of administrative experience
• Some higher education (college coursework, certificate, or degree)
• 2+ years of client-facing or administrative experience.

Preferred Qualifications:

• Hospitality experience
• Graphic design or marketing experience
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with financial planning software (MoneyGuidePro, eMoney, RightCapital, etc.)
• Knowledge of financial services industry and terminology
• Experience with CRM systems (Salesforce, Redtail, Advyzon, etc.)
• Experience working with custodians (Raymond James, Charles Schwab, Edward Jones, etc.)
• Basic understanding of investment and insurance products

Your responsibilities as the Administrative Assistant will include:

• Serve as the welcoming first point of contact for clients, managing calls, emails, and visits with professionalism and warmth.
• Coordinate client meetings, prepare personalized materials, and maintain organized records and compliance documentation.
• Support financial advisors with data entry, document preparation, and coordination of communications with external partners.
• Assist with client onboarding, relationship management, and special events that enhance the overall client experience.
• Oversee general office operations, including scheduling, supply management, and contributing to a first-class, hospitality-driven environment.

About Us:

Holistic Planning is a boutique financial advisory firm based in Sedona, Arizona, offering comprehensive wealth management services that integrate investment strategy, tax planning, and estate considerations into one cohesive plan. The firm is committed to delivering personalized, fiduciary-level advice that aligns with clients' long-term goals and values.

Apply Today!

Step into a role where your organizational skills and hospitality mindset create unforgettable client experiences every day. Apply now to be part of a collaborative, supportive team that values growth, creativity, and making a real impact.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

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