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Administrative Assistant Job Posting

Longview Financial Advisors, Inc. is a fee-only financial planning and wealth management firm. While we have offices in Huntsville and Gadsden, AL, our firm has a regional focus, serving clients in Tuscaloosa, Birmingham, Atlanta and North Georgia. For more information on our firm and services, please visit our website at

Longview Financial Advisors, Inc. is seeking a full-time administrative assistant. This position is located in Huntsville, AL and available October 1, 2021. The applicant should be team-oriented and highly motivated in personal and company success.

Duties and Responsibilities:

  • Meeting and greeting clients and company visitors
  • Answering phones in a professional manner
  • Scheduling meetings
  • Scanning/filing/organizing paperwork
  • Data and file folder maintenance in cloud-based storage system
  • Maintaining database records including: detailed notes, tasks, client records, activities, etc. in our client relationship management program
  • Mailings
  • Maintaining office supply budget and ensuring the office is always stocked
  • Billing and Performance Management Lead
  • Bookkeeping
  • Assisting with client events
  • Responsibilities related to existing processes
  • Other duties, as requested


  • Professional demeanor
  • Bachelor’s degree preferred
  • Bookkeeping experience preferred
  • Good verbal and written communication skills
  • Computer-literate, with a proficiency in Microsoft Office and Windows
  • Ability to work well in a team-oriented, flexible and dynamic working environment
  • Client-centered attitude
  • Open minded and willing to take constructive criticism

Salary and Benefits:

  • Competitive Salary
  • Bonus program
  • 401(k) with profit sharing after one year of service
  • Group health insurance (100% cost for employee covered by company)
  • Group long term disability insurance (100% of cost covered by company)
  • $50K of company group life insurance (100% of cost covered by the company)

Inquiries, cover letters, and resumes should be submitted to