Job Overview
Date Posted
April 20, 2026
Expiration date
July 20, 2026
Job Description
ABOUT JOB
Our firm is 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:
Education:
Experience:
Administrative: 3 years (Preferred)
Work Location: Remote
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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