Part-Time Administrative Assistant

Job Description

JOB DETAILS

We’re a growing financial services firm looking for an energetic, detail-oriented team player to join our team part-time remotely. This is a great opportunity for someone who is eager to learn about personal finances and wants flexibility.

What You’ll Do

Administrative Support

• Prepare pre-filled client documents and applications for signature
• Enter data into financial planning software
• Help onboard new clients and set up investment accounts
• Coordinate with service providers and vendors
• Assist with other administrative tasks as needed

Sales & Marketing Support

• Generate and organize sales leads
• Design marketing emails
• Manage email marketing platform
• Edit and format presentation materials

What We’re Looking For

• In College or college education required
• Proficient with Google Workspace (Docs, Sheets, Slides, Gmail, Mail Merge), Mailchimp and CRM, such as Hubspot
• Strong attention to detail and great organizational skills
• Positive attitude and willingness to learn
• Experience preferred but not required — we’ll provide training!

Details

• Part-time: 12-16 hours per week to start
• Flexible schedule (must be available during PST am hours)
• Remote position

Job Type: Part-time

Pay: $22.00 – $25.00 per hour

Benefits:

• Flexible schedule

Education:

• Bachelor’s (Preferred)

Experience:

• Administrative: 3 years (Preferred)

Shift availability:

• Day Shift (Required)

Work Location: Remote

Are you interested in this position?

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

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