Administrative Assistant
SRGUnited States
Posted April 2, 2026
50000 - 69000 USD
Full Time
About the Company
Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business.
Job Description
The Administrative Assistant serves as the central coordination point between project stakeholders, leadership, and internal teams to ensure seamless communication, accurate documentation, and execution of project-related tasks. The position requires a high level of independence, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
Requirements
- Strong working knowledge of Microsoft Office Programs (e.g. Word, Excel, PowerPoint, and Teams)
- Experience with CRM Systems (e.g. Salesforce or Hubspot) and experience with Project Management Software (e.g. Zoho, Basecamp, Monday.com, etc.)
- Excellent written and verbal communication skills
- Attention to detail
- Ability to multitask and prioritize effectively
- Strong organizational skills
- Team player with a positive “can do” attitude
- Knowledge of the financial services industry, preferred
Benefits
- Paid Time Off
- 401k Matching
