Administrative Assistant – Part-Time

Job Description

ABOUT JOB

As the Administrative Assistant, you’ll support the daily operations of our office, helping ensure a seamless client experience. This is an ideal role for someone who is trainable, eager to learn the financial services industry, and looking for a long-term role with room for development. Pay starts at $25/hour and depends on experience.

Key Responsibilities:

• Schedule client meetings and manage calendars for the advisory team
• Assist with client communication via phone and email
• Handle paperwork for account openings, transfers, and money movement
• Support compliance processes and file management
• Coordinate with both advisors on day-to-day operations and follow-up items
• Maintain professionalism and confidentiality in all client interactions

Qualifications:

• Strong attention to detail and organizational skills
• Excellent verbal and written communication
• Comfortable learning new technology platforms (training provided)
• Ability to multitask and meet deadlines
• Professional, dependable, and people-oriented
• Experience in financial services or administrative support preferred, but not required

Schedule:

• Monday–Friday
• 8:00 AM to 3:00 PM

Perks:

• Annual end-of-year bonus
• 2 weeks of paid time off
• Supportive, small-team environment with high-impact client work

Pay: From $25.00 per hour

Benefits:

• Paid time off
• Professional development assistance

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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