Administration Assistant

Administrative Position for a Successful Financial Advisor

Part-time, Flexible Hours, Potential Work-from-Home Option

We are seeking a highly organized and detail-oriented individual to join our team as an Administrative Assistant for a successful financial advisor. This is a part-time position, requiring approximately 4-5 hours of work per day. The working hours are flexible, and there is a possibility of working from home for a portion of the week once training is complete. 

Responsibilities

• Process all new business applications and service-related activities promptly and accurately.
• Secure and input client data into our systems with utmost attention to detail and confidentiality.
• Creating, updating, maintaining advisor reports
• Assisting with the advisor's calendar
• Schedule reviews with clients and ensure timely coordination of communication.
• Collaborate closely with an executive assistant and the advisor to support their administrative needs effectively.

Minimum Qualifications

• Bachelor's degree
• 4+ years of experience in administration
• Clean criminal and financial background

Preferred Qualifications

• Ability to work both independently and as part of a team, demonstrating excellent collaboration skills.
• Proactive decision-making skills to anticipate and address administrative needs.
• Strong verbal and written communication skills.
• Proficiency with the MS Office Suite.
• Ability to handle confidential material with discretion and maintain a high level of trustworthiness.

We offer a supportive and dynamic work environment where your contributions are valued. If you are a self-motivated individual with a keen eye for detail and a passion for providing exceptional administrative support, we would love to hear from you.

Thank you for considering this opportunity. We look forward to reviewing your application!