We’re seeking a proactive, detail-oriented Administrative Office Professional who’s looking for more than just a job. This part-time opportunity is ideal for someone who brings deep experience and is now seeking greater flexibility, meaningful engagement, and the chance to contribute without the demands of a traditional full-time role. As our firm continues to grow, you’ll have opportunities to expand your responsibilities, deepen client relationships, and help shape a service model that transforms financial success into lasting significance. You’ll be part of a collaborative team where your presence matters and your contributions are valued. If you’re driven by excellence, enjoy being part of a purpose-led mission, and want to do work that makes a difference, we’d love to hear from you. Responsibilities: • Facilitate communication between our customers and team to ensure customer satisfaction • Manage all paperwork in the office and create a process for team members to follow to ensure efficiency • Generate status reports as requested so the team is informed with progress reports • Serve as the first point of contact—warmly greeting clients and ensuring their experience reflects our people-first values. • Coordinate scheduling, prepare meeting materials, and manage calendars for advisors. • Maintain accurate client records in our CRM (e.g., Redtail) and other platforms. • Support client onboarding, document processing, and compliance tracking. • Liaise with custodians and partners to ensure smooth operations. • Help organize internal workflows and contribute to process improvements. Qualifications: • Shows ability to quickly finish very detailed work • Proficient in basic computer software and can quickly learn to use new programs • Enjoys talking with customers and can communicate through verbal and written channels • Warm, professional communicator with a client-first mindset. • Able to manage multiple priorities while maintaining accuracy. • Exceptionally organized with keen attention to detail. Compensation: $22 - $27 hourly

• Serve as the first point of contact—warmly greeting clients and ensuring their experience reflects our people-first values. • Coordinate scheduling, prepare meeting materials, and manage calendars for advisors. • Maintain accurate client records in our CRM (e.g., Redtail) and other platforms. • Support client onboarding, document processing, and compliance tracking. • Liaise with custodians and partners to ensure smooth operations. • Help organize internal workflows and contribute to process improvements.