About this opportunity
Sullfin lists this Office Administrator opportunity in essex, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Sullivan Financial Advisors, a 20-year-old business whose purpose is about life at maximum potential, welcomes you.
We all work together towards a goal of bringing in 1 billion in assets under management within the next 10 years.
We specialize in holistic financial planning , our sweet spot. If you want to belong to a team that does that well every day, this company’s a great fit for you.
Our clients are fun, open-minded Connecticut shoreline women, 40-55, head of household and decision-makers, with $1M+ investable assets. If you have experience working with this type of client – or want that experience – this role will be a great fit.
You will love it here if these things resonate with how you show up:
Doesn’t Give Up. Committed to finding solutions for both clients and team members, going above and beyond to deliver results. Takes ownership of both successes and setbacks—when setbacks happen, they become teaching moments. Uses the Experience Transformer to turn challenges into positive learning opportunities, enhancing processes for the future.
Positive + Fun: Maintains an upbeat attitude that creates a comfortable and relaxed atmosphere, contagious to both clients and colleagues. Fosters a fun work environment, even in high-stress situations, to help clients feel at ease when they may be overwhelmed.
Problem Solver / Innovative: Proactively seeks solutions independently before consulting leadership, bringing creativity and innovation to client experience and company efficiency. Stays current with industry trends and technology, constantly seeking ways to improve and implement with the team.
Great With People / Client-Centric: Naturally engaging with clients, prospects, industry colleagues, and team members, fostering a positive and fun environment. Builds strong, long-term relationships and ensures a client-centric approach is always a priority.
Eager (to grow + jump in): Committed to both personal and professional growth, readily takes on new challenges with a proactive, positive attitude. In a small firm, demonstrates a willingness to jump in wherever needed to keep the team on track and ensure client success.
Empowered: Creates an environment where clients and team members feel supported to take initiative and develop skills. Empowers clients with the knowledge and confidence to manage their financial futures, making informed decisions independently.
Sees it through to the end: Follows through on tasks, consistently delivering on commitments. Always does what they say they will do, ensuring reliability and trustworthiness in every project.
You’ll love coming to work every day if you get, want, and have the capacity to do:
General Administrative Tasks
Including, but not limited to:Daily mail sorting
Scanning files, receipts & invoices, etc.
Maintenance of folder and filing systems
Updating new account and termination logs/folders
Other tasks as needed
Conference room maintenance/meeting set up
Office supply maintenance
Vendor relationships
Client Service Support
Support coordination of client onboarding and review meeting preparation, in alignment with Prospect Lifecycle
Assist with client gift and appreciation programs
Support client event planning and coordination
Build and maintain client relationships
Assist with client communication programs and templates
Travel & Events
Research and book flights, hotels, and transportation
Create detailed travel itineraries
Coordinate conference and event registrations
Assist with coordination of team events and client appreciation activities
Executive Support
Calendar coordination + management
Handle confidential communications and documentation
Assist in preparation of materials for presentations and meetings
Coordinate with other team members and stakeholders
CRM Management + Digital File Organization
Update and maintain client records in CRM system
Input new client information and contact details
Assist with data cleanup and verification
Generate basic CRM reports as needed
Required Skills & Qualifications
Familiarity/experience withMicrosoft Office + Teams
Zoom
io
Redtail CRM (preferred)
Envestnet, Tamarac, Schwab (preferred)
Constant Contact
WordPress
General technology savviness and ability to troubleshoot
We train our team to help them succeed, and everyone on our team helps with our success. In this role, you’ll be accountable to hit the following numbers each week:
# scheduled meetings without conflicts
% of assigned tasks completed on time, without error
% of meetings with agenda, materials, and room prepared in advance
If you want to come to work, learn, and hit those numbers, you’ll be recognized and rewarded.
Our company runs on EOS. That means as a member of this team, you will have a leader who:
Gives clear directions and makes sure you have the necessary tools
Acts with the greater good in mind
Takes time to truly understand your role and how you can help the company
Makes their expectations clear
Rewards and recognizes your performance
COMPENSATION:
approximately 25-30 hours per week at $25-30/hour dependent on experience – 5 days/week, hours flexible. Safe harbor 401(k) with company contribution, health/vision/dental insurance available, paid time off.
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Worksite address
essex, CT, 06426, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.