Apply for Administrative Assistant

The Administrative Assistant will serve as the first point of contact for clients and support the daily operations of our financial advisory firm. This role includes managing calendars, coordinating meetings, assisting with document processing, and maintaining a welcoming office environment. The ideal candidate is organized, personable, and comfortable learning new technology.

About Magnolia Wealth
Magnolia Wealth is a growing financial advisory firm dedicated to providing exceptional service and building meaningful client relationships. We’re seeking a professional, organized, and personable in-office administrative assistant to support our team and help keep daily operations running smoothly.
Description
Responsibilities
Manage multiple Outlook calendars, schedule client meetings, and coordinate Zoom appointments.
Serve as the first point of contact for clients both in-person and over the phone.
Assist with document management, including sending, tracking, and organizing documents through DocuSign.
Greet visitors and maintain a clean, professional, and welcoming office environment.
Support general administrative needs such as filing, mail handling, and office organization.


Requirements
Minimum education: High school diploma or equivalent (required).
Experience using Outlook for email and calendar management (experience with multiple calendars is a plus).
Excellent phone etiquette, communication skills, and professionalism.
Quick learner with DocuSign or similar electronic signature platforms.
Prior experience working in an office environment.
Reliable transportation and ability to work in-office full-time.
Experience in a financial firm is preferred but not required.


Skills & Attributes
Highly organized and detail-oriented.
Ability to multitask in a fast-paced environment.
Friendly, professional, and client-focused demeanor.
Comfortable learning new software and technology.


Compensation
Hourly rate is based on experience and reflects both industry background and technical skill level.


Benefits
Paid Time Off (PTO)
Health, vision, and dental insurance
401(k) retirement plan
Paid holidays


Why Join Us
Be part of a collaborative, supportive, and professional team environment.
Gain hands-on experience in the financial services industry.
Opportunity for increased responsibilities and growth over time.


Salary
$18 - $20 per hour

Calendar Management
Email Correspondence
Scheduling client meetings, and coordinate Zoom appointments.
Customer Service in-person and over the phone.
Document management, including sending, tracking, and organizing documents through DocuSign.
Greet visitors and maintain a clean, professional, and welcoming office environment.
Support general administrative needs such as filing, mail handling, and office organization.