Administrative Assistant (Finance & Marketing)

Position Overview

KDM Meridian is hiring an experienced and proactive Administrative Assistant to support its COO/CFO, who is also the owner of a second business, LNL Retirement. Although employed and paid through KDM Meridian, you will focus on assisting the owner with administrative and client-related operations for both companies – with a special emphasis on LNL Retirement. The ideal candidate is detail-oriented, thrives in a fast-paced environment, is flexible, and comfortable supporting multiple workstreams across two small growing businesses. You’ll play a key role in keeping things organized, ensuring nothing slips through the cracks, and executing daily administrative workflows with accuracy and follow-through.

Key Responsibilities

• Clerical & Operational Support:
  • Organize, scan, and maintain both physical and digital filing systems
  • Perform data entry and tracking for client-related and internal processes
  • Prepare, mail, and track personalized items (e.g., client birthday cards)
  • Assist with document preparation, meeting materials, and internal follow-ups
  • Manage recurring administrative tasks and reminders
• Client Services (Primarily for LNL Retirement):
  • Support onboarding of plan participants by collecting documents, prepping forms, and tracking status
  • Submit and follow-up on client requests and custodial paperwork
  • Coordinate timelines and flag delays or incomplete items
  • Communicate professionally with vendors, custodians, and team members as needed
• Executive Support (for Owner across both companies):
  • Provide administrative support for projects and processes related to both businesses
  • Execute assigned follow-ups, updates, or system entries from the owner
  • Track and close out assigned tasks with speed and accuracy
  • Occasionally assist the KDM EA or Office Manager with specific administrative needs

Required Qualifications

• 2+ years of experience in an administrative or office support role (financial services experience a plus)
• High attention to detail and follow-through
• High level of discretion and ability to handle confidential information
• Ability to manage and prioritize multiple tasks and deadlines
• Comfortable with digital systems and document management
• Professional verbal and written communication skills
• Reliability, proactivity, and resourcefulness
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel) and cloud-based tools

Preferred Qualifications

• A warm and professional demeanor, especially in client interactions
• Ability to work independently while knowing when to ask questions
• Flexibility and willingness to assist and support others as needed
• Enjoyment of structure, systems, and the satisfaction of checking items off a to-do list

Benefits & Perks

• Schedule: 20–30 hours per week, flexible schedule
• Compensation: $20.00 - $28.00 per hour
• Location: In person
• Job Type: Part-time
• Potential for increased hours or responsibilities over time
• Professional Development Opportunities: Support for continued learning, skill-building, and growth within the organization
• Stable, values-driven work environment
• Opportunity to grow with a high-trust, supportive leadership team