Administrative Assistant

Powerful Legacy; Lexington (KY); On-site; USD 10,000 - 60,000; Full time

Job summary

Join a fast-growing financial advisory firm as an Administrative Assistant in Lexington, KY. This role involves managing calendars, client communications, and supporting financial advisors, contributing to transformative financial futures. You'll be part of a mission-driven team focused on helping families achieve peace of mind.

Benefits

401(k) with company match

Generous PTO

Fun perks like lunches and celebrations

Qualifications

• Experienced or eager in administrative roles, especially in professional or financial settings.
• Skilled in Microsoft Office and comfortable learning new systems.
• Ambitious, adaptable, and excited to grow your career long-term.

Responsibilities

• Manage calendars, appointments, and client communications smoothly.
• Organize critical documents and files, maintaining confidentiality.
• Support financial advisors in preparing meeting materials.

Skills

Organizational skills

Detail-oriented

Multitasking

Professional communication

Tools

Microsoft Office Suite

CRM software

Job description

This range is provided by Powerful Legacy. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$17.00/hr - $20.00/hr

Additional compensation types

Annual Bonus

Direct message the job poster from Powerful Legacy

Director of Acquisitions | Talent, M&A, Special Projects

Administrative Assistant – Your Next Career Move Awaits (Lexington, KY)

You’re ready for more. You want a role where your organizational brilliance, detail-oriented mindset, and talent for making people's lives easier get noticed, appreciated, and rewarded. Here’s your opportunity.

Powerful Legacy is a fast-growing financial advisory firm in Lexington, KY, known for transforming people's financial futures and bringing clarity to retirement planning. Imagine walking into work each day knowing you're making a real difference by supporting a dedicated team focused on helping families achieve peace of mind. This isn’t just an admin job—it's your chance to become part of a mission-driven organization where your impact matters daily.

What You'll Do:

• Manage calendars, appointments, and client communications smoothly.
• Provide polished, welcoming interactions with clients in person, by phone, and by email.
• Organize critical documents and files, maintaining confidentiality and accuracy.
• Coordinate meetings and events—making everything feel effortless.
• Support financial advisors in preparing meeting materials and client follow-ups.
• Handle office operations, from mail management to inventory ordering.

Who You Are:

• Experienced (or eager to become exceptional) in administrative roles—especially in professional or financial settings.
• Skilled in Microsoft Office Suite; comfortable learning new systems like CRM software.
• Great with details, multitasking, and keeping calm in a busy environment.
• Professional, friendly, and naturally helpful.
• Ambitious, adaptable, and excited to grow your career long-term.
• Competitive hourly compensation tailored to your experience ($17 - $20+/hr).
• Opportunities for bonuses and regular increases based on performance.
• Generous 401(k) with company match.
• PTO that grows over time, paid holidays, plus your birthday off.
• Fun perks: lunches, celebrations, and a genuinely supportive culture.

If you hesitate, someone else might seize the job you've been waiting for. Apply now, and discover why Powerful Legacy might be precisely what you’ve been searching for.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Customer Service, and Finance

• Industries

  Financial Services, Insurance, and Investment Advice

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