Part-Time Administrative Assistant - Remote

Overview

We are looking for a highly organized and detail-oriented Administrative Assistant to support our financial practice, ensuring operational efficiency while allowing our Financial Advisor to focus on client service and business growth.

In Short

• Schedule and confirm client meetings
• Gather data and prepare materials for client meetings
• Set up new clients in CRM
• Handle mail-related tasks, including check mailing and deposits
• Monitor and respond to voicemails, texts, and client messages
• Manage Monthly Account Reviews (MARs)
• Maintain client suitability records
• Process client fee reimbursements and assist with financial transactions
• Support open enrollment coordination and documentation
• Assist with special projects as needed

Requirements

• At least one year of administrative or client service experience
• Familiarity with MS Excel, MS Word, Outlook, Adobe, Teams, and database software
• Strong verbal and written communication skills
• A high degree of trust, discretion, and professionalism
• Ability to multitask, stay organized, and prioritize work efficiently
• Ability to work a flexible weekly schedule

Benefits

• Work with a collaborative and supportive team
• Gain experience in a dynamic financial services environment