Part-Time Administrative Assistant - Remote

Overview

This role is crucial in ensuring operational efficiency while allowing our Financial Advisor to focus on client service and business growth.

In Short

• Part-time remote Administrative Assistant role.
• Compensation of $21 - $23 per hour.
• Support financial practice operations.
• Schedule and confirm client meetings.
• Gather data and prepare materials for meetings.
• Handle mail-related tasks and client communications.
• Maintain client records and process reimbursements.
• Utilize various software tools for practice management.
• Flexible weekly schedule, typically 20 hours per week.
• Work with a collaborative team in a financial services environment.

Requirements

• At least one year of administrative or client service experience.
• Familiarity with MS Excel, MS Word, Outlook, Adobe, and database software.
• Strong verbal and written communication skills.
• High degree of trust and professionalism.
• Ability to multitask and prioritize work efficiently.
• Flexibility to adapt to changing schedules.

Benefits

• Collaborative and supportive team environment.
• Experience in a dynamic financial services setting.