Job Description
Freedom Financial Partners is hiring an Administrative Assistant to support Financial Advisors with client
service, marketing and administrative support in a growing practice. This role is ideal for someone who
enjoys meaningful client work, variety in their day, and learning new skills with a supportive team.
What you’ll do (with support + training)
• Support client service and planning work by preparing materials and helping with follow-ups.
• Communicate with clients by phone and email in a professional, friendly manner (comfort on the
phone is important; we’ll help you ramp up)
• Help keep client documentation accurate, organized, and consistent within established
compliance-sensitive processes.
• Assist with marketing efforts (content development, social media, and coordination for
events/webinars).
• Take ownership of administrative tasks and special projects to keep the office running smoothly.
Will be reporting to 3 executives
Compensation - $37,440
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• Experience working in regulated or compliance-sensitive environments requiring accurate
documentation, standardized record-keeping, and adherence to internal procedures
• Background with CRM or other industry specific software used to document, chart, and code
detailed client notes, such as Salesforce or similar platforms where structured data entry,
required fields, and consistency of client records are critical
• Strong organization, follow-through, and clear communication.
• Proficiency in Microsoft Word/Excel/PowerPoint (or willingness to learn quickly).
Nice to Have Skills & Experience
Education Background
• Bachelor’s degree; or possess a background in either Health Information Management, Medical
Billing and Coding, or related fields.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.