Administrative Assistant Wise World Investment Planning

Join a unique financial planning firm where you will own diverse tasks within a small collaborative team. This full-time role offers flexible scheduling and competitive compensation. We seek a trustworthy and adaptable individual who thrives on change and contributes to a supportive environment.

Own front-desk operations and administrative support for a top 50 U.S. CPA firm in Key Biscayne, FL. You'll greet clients, manage client tax return filings, and coordinate meetings using Microsoft Excel, PowerPoint, and Word. Work alongside tax and assurance teams in a 5+ years experienced environment. This role stands out for direct client interaction and exposure to tax filing processes.

Senior Staff Support at Works-in-Progress Associates provides clerical and organizational support to first-level management and senior clerical staff. This role integrates into a team focused on delivering high-quality projects across educational transportation and medical sectors.

You will own scheduling, documentation, and data management for a nationally recognized organization in Minneapolis. You'll coordinate calendars for a team of professionals, prepare meeting spaces, and manage electronic files with Microsoft Outlook and Word. You'll work independently, solve problems proactively, and ensure smooth daily operations. This role stands out for its direct hire status, onsite presence in Edina, and a competitive benefits package.

Provide executive administrative support performing diverse administrative and clerical duties and anticipating the team’s needs. Handle confidential information discreetly and professionally. Responsible for calendar management, correspondence, expense reports, travel arrangements, and HR needs. Closely coordinated with senior leaders and external professionals.

You will support a busy sales team in New York, building client proposals and coordinating schedules. 5+ years of administrative experience and Microsoft Word, Excel, and Outlook proficiency are required. You will manage client communication, records, and payments. This contract-to-permanent role stands out for its direct impact on a seamless client experience.