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The Sales Assistant plays a critical role in keeping our practice running smoothly. This is a back-office focused position responsible for client data management, account administration, and operational support. You will work directly alongside our senior and junior partners, gaining broad exposure to the financial services industry from day one. This role is designed to grow — we are looking fCore Responsibilities

CRM & Data Management

  • Maintain and update client records in our client relationship management (CRM) system
  • Perform regular data syncs between planning and CRM systems
  • Ensure client contact information, household details, and account data are accurate and current
  • Log all client interactions and communications in CRM

Account Administration & Onboarding

  • Track and follow up on new account paperwork and electronic document status
  • Coordinate with broker-dealer operations team on new account setup and transfers
  • Process service requests including address changes, beneficiary updates, and distribution requests
  • Assist with onboarding of new clients and transferred accounts

Client Communication Support

  • Draft and send routine client correspondence including review reminders and follow-up emails
  • Manage birthday, anniversary, and milestone touchpoint communications
  • Respond to routine client inquiries and direct more complex questions to the appropriate partner

Meeting Coordination & Prep

  • Schedule and confirm client review appointments
  • Pull and organize portfolio reports and account summaries prior to meetings
  • Prepare client meeting folders and post-meeting follow-up action items

Responsibilities You Will Grow Into

  • Administration of AI-assisted meeting tools including reviewing automated CRM updates and flagging action items
  • Assembling annual client review packages from portfolio reporting system
  • Assisting with marketing content calendar execution and newsletter distribution
  • Supporting the senior partner with special projects as the practice grows

Qualifications

Required

  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Strong written and verbal communication skills
  • Highly detail-oriented with strong organizational skills
  • Ability to handle confidential client information with discretion and professionalism
  • Self-motivated with the ability to manage multiple tasks independently

Preferred (not required)

  • Currently enrolled in or recently graduated from a business, finance, or related program
  • Prior office, administrative, or customer service experience in any industry
  • Familiarity with CRM software or financial planning tools
  • Interest in obtaining FINRA Series 6 or 7 license (firm will support)

Compensation & Growth Path

Starting: Part-time, 20–25 hours per week at $15.00/hour (~$16,000–$20,000 annually)

12-Month Review: Performance-based hourly increase to $17–$18/hour for strong performers

Full-Time Conversion: $35,000–$40,000 annual salary, targeted at 1–2 years, triggered by practice revenue growth. The right candidate will directly contribute to the growth that funds this transition.

How to Apply

Please submit your resume and a brief cover letter to david@sensiblefl.com. In your cover letter, tell us a little about yourself and why you are interested in a career in financial services. Reference “Sales Assistant” in the subject line.

Questions? Call us at 352-693-8674.or someone who wants to build a long-term career with us.