Administrative Assistant - GMS Surgent

Hightower Advisors; Devon (PA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive benefits program

Health insurance

401(k) with company match

17 days of paid time off

Flexible summer hours

Job summary

GMS Surgent, a tax practice within Hightower Advisors, seeks an organized administrative professional to support executives and teams in-office. You will manage calendars, prepare reports, and coordinate communications with clients and internal departments.

This role emphasizes confidentiality, reliability, and discretion, offering training and growth opportunities in a collaborative environment dedicated to accuracy and service.

Qualifications

• High school diploma required.
• Prior administrative or office support experience preferred, ideally in a professional service or tax environment.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and standard office technology.
• Willingness to learn new technologies and tools used in tax and office operations.

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 and client/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.

Skills

Organizational skills

Time management

Communication skills

MS Office

Discretion

Learning mindset

Education

High school diploma

Tools

Office equipment

Job description

Your Future Team

In a business focused on numbers, we know that it is our people who make up the true value of GMS Surgent, a tax practice within Hightower Advisors, a financial services company. We take pride in recruiting individuals who demonstrate note-worthy academic and professional achievement as well as a motivation to reach their full potential. To foster our collaborative, team-oriented environment, we have developed wide ranging education-focused training program that includes topical seminars, mentoring and on-the-job training.

What You’ll Do

• 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

What You’ll Bring

• High school diploma or equivalent required
• Prior administrative or office support experience preferred, ideally in a professional service or tax environment
• 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

What We Offer

• 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
• Base salary of plus d $35,000 - $50,000 (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.