Job Description

Job Title: Administrative Assistant

Location:  St. Louis, Missouri or Franklin, Tennessee

Job Type: Full-Time

Compensation: $42,000 - $67,000, depending on experience, pace, and effectiveness

ADK Mission:  Helping affluent and wealthy advocates design and implement a custom plan focused on pursuing life dreams and financial goals. We will do this by providing customized advice, education, and service with a truly personal relationship.

Position Summary

This hybrid role is designed to provide direct executive-level support to our Co-Founder while also serving as an integral part of administration for the paraplanning team. The ideal candidate thrives on variety, anticipates needs, communicates clearly, and stays organized in a fast-moving environment. You’ll be juggling inboxes and itineraries one moment and working alongside paraplanners in our CRM the next.

Key Responsibilities and Outcomes

Executive Support

• Manage and organize the Co-Founder’s calendar, meetings, and daily priorities
• Monitor and manage email inbox, flagging urgent messages and drafting responses
• Coordinate travel arrangements and accommodations
• Communicate professionally with clients, vendors, and internal team members
• Assist with event planning or coordinate logistics with external event planners
• Support the involvement with non-profit partners as needed

Team Support (Paraplanners)

• Work daily in  WealthBox (CRM) to support team workflow and client processes
• Open and manage new client accounts, primarily via  eSignature
• Troubleshoot and assist clients with  AccountView access (LPL's client portal)
• Run and prepare  Morningstar reports and  portfolio appraisals  (PMs)
• Track advisor  licenses and continuing education (CE)through state/federal systems
• Interface with  ClientWorks to support interactions with LPL’s home office
• Participate in firm-wide initiatives and special projects as needed
• Provide occasional administrative support for the non-profits we serve (up to 3–5 hours per week)

Key Competencies and What We’re Looking For

• Strong interpersonal and written communication skills
• Tech-savvy and detail-oriented
• Familiarity with Microsoft Word and Excel
• Comfort working in CRMs (experience in WealthBox is a plus)
• Discretion and professionalism when handling sensitive information
• Growth mindset - you're hungry to learn and improve
• Ability to manage multiple priorities and pivot as needed
• Previous experience in executive assistance or financial services is a plus
• The characteristics: Strategic thinkers, planner, detail-oriented, diligent, organized, punctuality, trustworthiness, excellence, discretion

Culture & Values

We hire  A-players who love working together. Our leadership team invests in you, your growth, and your goals. We believe in excellence with a purpose - because what we do every day matters.

Compensation

• Entry Level:  $42,000–$45,000
• Mid-Level Experience:  $46,000–$55,000
• Executive Assistant Level:  $57,000–$67,000

We offer competitive pay with room for growth based on the value you bring to the team. Additional benefits include health insurance and retirement plan matching.

To Apply:

Please submit your resume and a brief cover letter outlining why you're excited about this role and how your skills align to Dan Davis at ddavis@adkinc.com

The training period will be 100% in-office. After the training period, we support a hybrid work week.

Job Tags

Similar Jobs