Administrative Assistant-Medical Office

Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $11B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. We have been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive, and flexible open-architecture platform. Brookstone has found success by providing an all-inclusive support system that will help Advisors start, build, and grow their Advisory businesses.

The

Administrative Associate

will play a key role in supporting our internal teams and affiliated Advisors. The ideal candidate will have excellent organizational and communication skills, be proficient in office software, and be able to handle a variety of administrative tasks with precision.

Provide administrative support including handling phone calls and emails

Provide operations / administrative support to Financial Advisors and Insurance Agents

Prepare and process account applications, transfers, and other client forms

Monitor and track account activity to ensure timely processing

Liaise with custodians, teams, or financial institutions as needed

Prepare and edit documents, reports, and presentations.

Manage confidential information with discretion and professionalism

Proven experience in an Administrative Associate or similar role

Proficient in Microsoft Office Suite (Word, Excel, Outlook)

Strong Project Management skills

Bachelors degree in Finance, Business, or a related field preferred

Full-time

Medical, Dental, Vision, 401(k) w / match, Life, Maternity, Paternity, and PTO (paid vacation, sick, and personal time off)