Part-Time Virtual Administrative Assistant - Remote

Overview

This part-time, virtual position offers flexible hours and the opportunity to grow in a financial services career. The role involves supporting a remote financial planning practice.

In Short

• Part-time role (10 hours/week) with flexible scheduling
• Remote position requiring CST or EST time zone location
• Assist with scheduling and calendar management
• Manage CRM updates and optimization, primarily using Salesforce
• Handle administrative overflow and project-based tasks
• Potential for growth into client-facing or planning support roles
• Ideal for tech-savvy individuals with initiative
• Detail-oriented and proactive team player needed
• Compensation starting at $20-$23 per hour
• Opportunity for mentorship and career growth

Requirements

• Proficient in Salesforce
• Familiarity with or willingness to learn Naviplan
• Detail-oriented and proactive attitude
• Interest in financial services and client support
• Located in CST or EST time zones preferred
• Possibly licensed or working toward licensing (e.g., Series 7, LAH)
• Strong communication skills
• Ability to work in a fully virtual environment
• Excitement to contribute to a collaborative team
• Initiative to take on new responsibilities as the practice grows

Benefits

• Fully virtual, flexible work environment
• Supportive female-led team
• Understanding of work-life balance, especially for parents
• Open to all qualified candidates, regardless of gender
• Mentorship opportunities for career growth
• Collaborative team culture
• Room for professional development
• Flexible scheduling to accommodate personal needs
• Potential for increased responsibilities over time
• Inclusive hiring practices