ABOUT TOBIAS FINANCIAL ADVISORS

Tobias Financial Advisors (TFA), founded in 1980, is an independent, fee-only financial planning and wealth management firm serving high-net-worth individuals and business owners. We specialize in proactive tax strategies, investment management, and supporting clients through life’s transitions. Our collaborative, values-driven culture empowers our team to deliver exceptional, personalized service while upholding the highest fiduciary standards.

POSITION SUMMARY

We are seeking an Administrative Assistant / Receptionist to join our independent Registered Investment Advisor (RIA) firm. This individual will play a key role in supporting our advisory, leadership, and operations teams while helping deliver an exceptional client experience.
The ideal candidate is detail-oriented, proactive, and client-focused, with the ability to thrive in a collaborative, fast-paced environment. In this role, you will manage a wide range of administrative and operational responsibilities that contribute to the firm’s efficiency and success.
This is an excellent opportunity for someone with a positive attitude, strong organizational skills, and a welcoming presence. You’ll gain hands-on exposure across multiple areas of the firm, benefit from ongoing training and development, and work as part of a supportive team dedicated to making a meaningful impact for our clients and community.