Succession Resource Group is a boutique consulting firm that helps financial advisors and small business owners grow their businesses and plan for transitions.
People know us for top-notch customer service and high-quality products. Right now, we’re looking for a driven and hardworking Administrative Assistant to join our fast-growing team.
This job is perfect for folks who enjoy working independently in a remote setting and have an interest in the financial services industry.
Job Summary
The Administrative Assistant plays a central role at our company. You act as a bridge between project stakeholders, leadership, and internal teams.
Your main goal is to ensure smooth communication, prepare accurate documentation, and complete project-related tasks on time.
You’ll also be the first point of contact for clients, so being professional and having strong communication skills is extremely important.
Key Responsibilities
Serve as the primary communication bridge among project teams, clients, and leadership.
Assist with project setup, including processing engagement agreements and sending invoices.
Coordinate meetings and schedules, prepare agendas, and distribute action items.
Maintain data entry and task management in CRM systems (Salesforce/Hubspot).
Track project timelines and deadlines to keep work on schedule.
Answer client calls and direct their inquiries to the relevant departments.
Help with financial administration tasks, like processing payments and confirming invoices.
Research and propose new ideas to improve administrative processes.
Experience & Qualifications
Education: Must have a Bachelor’s Degree with 3 years of relevant experience, or a High School Diploma with 5 years of professional experience.
Tech Skills: Strong command of Microsoft Office (Word, Excel, PowerPoint, Teams).
Software: Experience with CRM systems (Salesforce/Hubspot) and Project Management software (Zoho, Monday.com, or Basecamp) is required.
Industry Knowledge: Prior experience in the financial services industry is a big plus (preferred).
Skills
- Excellent written and verbal communication skills for easy interaction with clients and team members.
- A detail-oriented approach and the ability to work precisely.
- Skill in multitasking and managing priorities effectively.
- A positive “can-do” attitude and eagerness to work with a team.
- Strong organizational skills to work without supervision in a remote environment.
Salary & Location
Location: 100% Remote (United States).
Salary: $50,000 to $69,000 USD annually (Salary depends on your experience and performance).
Job Details at a Glance
| Category | Details |
| Seniority Level | Not Applicable (Associate/Entry Level) |
| Employment Type | Full-time |
| Job Function | Administrative & Coordination |
| Industries | Financial Services |
Apply Now
If you think you’re a detail-oriented self-starter who can add value to our team, don’t wait. Succession Resource Group is looking for talented people like you.
Here, you’ll find great opportunities to learn and grow. Apply now and take your career to a new, professional level. Our recruitment team is waiting for your application!
Click Here to Apply
Conclusion
Working remotely is a big advantage these days, and Succession Resource Group offers this opportunity in a professional environment.
With a $50K–$69K salary and the chance to be part of a growing company, it could be a fantastic step for your career. If you’re organized and skilled in administrative tasks, go ahead and try your luck today.