Job Overview
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Date PostedJuly 21, 2026
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LocationRemote
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Expiration dateOctober 21, 2026
Job Description
ABOUT JOB
Our company is looking for an Administrative Assistant to support Financial Advisors and their clients through the client service model.
salary range for this position is $26.00 to $29.00/hr (approx. $54,000 – $60,000/yr), exclusive of bonuses and benefits.
Primary Job Functions
- Call existing clients to schedule annual review meetings
- Handle incoming client calls for appointments and service needs
- Under the direction of your manager, assist with various office projects as requested
- Other duties as assigned
Education/Qualifications
- Bachelor’s degree preferred
- Professional presence; service oriented; positive and friendly attitude
- Excellent oral and written communication skills required to develop team and client relationships
- Strong attention to detail and process; Prioritizes completing accurate work
- Proficient with Microsoft Office especially Word, Excel and Outlook
- Good problem-solving skills: Ability to work with deadlines and prioritize tasks
- Ability to multitask in a fast-paced environment
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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