Hightower Advisors · 4 hours ago
Administrative Assistant- GMS Surgent
Devon, PA
Full-time
Onsite
New Grad, Entry Level
$35K/yr - $45K/yrHightower Advisors is a wealth management firm that provides investment and financial planning services. They are seeking an Administrative Assistant to provide comprehensive support to executives and departments, manage schedules, and assist with various administrative tasks.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Provide comprehensive administrative support to executives, managers, and departments at GMS Surgent
Manage calendars, schedule meetings, and coordinate logistics
Prepare, edit, and format correspondence, reports, and presentations
Answer and route phone calls, emails, and internal communications
Maintain electronic and physical filing systems, including client and tax-related records
Assist with tax administration tasks such as client intake, document tracking, tax deadline coordination, and filing support
Order office supplies and coordinate with vendors as needed
Assist with expense reports, invoicing, and basic recordkeeping
Support internal projects and handle administrative tasks
Maintain confidentiality and professionalism in all interactions
Qualification
Required
High school diploma or equivalent required
Strong organizational and time-management skills
Excellent written and verbal communication skills
Proficiency with Microsoft Office and standard office technology
Willingness and ability to learn new technologies, software platforms, and administrative tools used in tax and office operations
Ability to manage multiple priorities with accuracy and discretion
Professional office environment at GMS Surgent (in-office position)
Regular interaction with internal teams and external clients
Emphasis on reliability, adaptability, and attention to detail
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
Preferred
Prior administrative or office support experience preferred, ideally in a professional service or tax environment
Benefits
Competitive benefits program
Attractive health insurance package
401(k) plan with company match
17 days of paid time off
Flexible summer hours to support work/life balance
Company
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.
Founded in 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
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