New Aspect Financial Services LLC. · 2 weeks ago
Administrative Assisant
Novato, CA
Full-time
Hybrid
New Grad, Entry LevelNew Aspect Financial Services LLC is a dynamic and growing financial services firm specializing in retirement planning and employee benefits. They are seeking a highly organized, detail-oriented Business Assistant to provide dedicated support to a busy financial advisor, focusing on managing email, scheduling, and administrative tasks.
Financial ServicesRisk ManagementWealth Management
Responsibilities
Manage the assigned advisor’s inbox with exceptional attention to detail
Draft, prioritize, and respond to emails on behalf of the advisor as appropriate
Identify urgent matters, deadlines, and risks
Track open items and ensure timely follow-up and resolution
Maintain strict confidentiality with sensitive client and business information
Proactively manage a complex, high-volume calendar
Schedule, reschedule, and coordinate meetings and appointments
Anticipate conflicts and resolve scheduling issues quickly
Send reminders, confirmations, and follow-ups to keep commitments on track
Provide administrative support dedicated solely to the assigned advisor
Prepare, organize, and maintain documents and records
Assist with data entry, tracking, and administrative reporting related to the advisor’s work
Maintain organized and accurate digital filing systems
Identify problems, gaps, and inefficiencies and resolve them quickly
Adapt to changing priorities and shifting schedules with minimal disruption
Take ownership of issues and act independently when appropriate
Exercise sound judgment regarding when to escalate matters to the advisor
Track tasks, action items, and deadlines across multiple priorities
Proactively follow up to ensure tasks and commitments are completed
Push action items forward and flag delays early
Ensure accuracy, timeliness, and consistency in all support provided
Qualification
Required
Exceptional attention to detail is required
Strong problem-solving skills with the ability to act quickly and decisively
High level of flexibility and responsiveness
Comfortable working independently in a fast-paced, advisor-driven environment
Excellent follow-through, organization, and prioritization skills
Strong written communication skills
High level of professionalism, discretion, and judgment
Preferred
Experience supporting an executive, advisor, or high-demand professional preferred
Company
New Aspect Financial Services LLC.
New Aspect Financial Services, LLC. provides clients with a concierge suite of financial and retirement planning services, tools and experts.
Founded in 2015
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Karin Alvarado
Managing Partner
Company data provided by crunchbase