Job Description

Company Description

Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and early-career professionals nationwide. The company also specializes in corporate financial wellness programs and retirement plans for employers, with a focus on large healthcare service providers. Our whole business is built to remove all meaningful conflicts of interest and enable us to work solely in the best interests of our clients. This is revolutionary. This is the future.

Role Description

The full-time Administrative Assistant position includes work-from-home activities, on-site tasks in and around Little Rock, and occasional light travel. Hours are generally 8:00-5:00 with time for lunch breaks. Dress is typically business casual. The administrative assistant will be supporting Aptus’s CEO and CFO and assisting with a wide variety of tasks.

Key Responsibilities

• Coordinating scheduling for CEO, including managing agendas, mail, email, phone calls, and other interactions with employees, clients and partners.
• Organizing CEO’s internal and external communication, including writing and responding to emails in the CEO’s absence.
• Managing CEO’s logistics and activities, including calendar management, running errands and arranging travel.
• Supporting Aptus’s financial wellness business with data entry, filing and other administrative tasks and occasionally representing Aptus at conferences and other events. 
• Billing clients through our accounting software.
• Managing the flow of planning agreements and other documents through our electronic signature platform.
• Inputting, editing, and reviewing client information in our Customer Relationship Management (CRM) system.
• Filing and organizing electronic documents.

Our Ideal Candidate Would Have:

• A bachelor's degree or higher with a track record of academic success.
• Critical thinking skills.
• Excellent written and verbal communication skills.
• Strong organizational skills, the ability to work independently, and the ability to prioritize tasks for maximum efficiency.
• Proficiency with office productivity tools and an aptitude for learning new software and systems.
• Ability to maintain confidentiality of information related to the company, its clients and its employees.

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