Administrative Assistant

Stenner Wealth Partners+ is seeking a dedicated Administrative Assistant to provide comprehensive day-to-day support to the Lead Investment Advisor and the team in a fast-paced wealth management environment. The role involves managing complex calendars, coordinating business and client events, preparing professional documents, and maintaining accurate records and databases. This position requires a high level of discretion, attention to detail, and the ability to handle confidential information while ensuring seamless operational workflows.