Office Assistant

We’re a small, family-owned office focused on helping Federal employees understand their retirement benefits and make the most of them. With personalized guidance and exceptional service, we strive to ensure every client feels secure and confident about their financial future.

We’re seeking a highly organized, personable, and proactive Administrative Professional to join our team full-time, in-office. This role is essential to maintaining smooth daily operations and ensuring each client enjoys an exceptional experience.

The ideal candidate will be detail-oriented, professional, and motivated, with excellent communication skills and the ability to manage multiple tasks efficiently in a client-focused environment.

Compensation : $36,000 yearly

Responsibilities :

• Manage daily office operations and maintain an organized work environment
• Handle data entry and client follow-up before, during, and after planning appointments
• Schedule and coordinate appointments using scheduling software
• Serve as a warm and professional first point of contact for clients
• Support team members with administrative and organizational needs
• Ensure client records and CRM data are accurate and up-to-date

Qualifications :

About Company

Our commitment to excellence is reflected in both our team and the quality of our work. We genuinely care about the people we serve — we listen closely, respond thoughtfully, and always put clients’ interests ahead of our own.

We are privileged to serve those who have served our country in the military, as well as federal civilian employees who continue to serve our nation in their own dedicated way. With a special emphasis on supporting employees at Wright-Patterson Air Force Base and all federal civilian employees throughout the Dayton area, we provide education and guidance on federal retirement benefits.

To ensure federal employees have the clarity and confidence they deserve, we offer free workshops with complimentary follow-up retirement planning. Our team is made up of two Series 65 Advisors and two licensed life agents, bringing a blend of professional knowledge and personal dedication to every client relationship.