Part Time Administrative Assistant

Job Description

Job Description

Small family-owned financial planning firm looking to hire a part time Executive Assistant to join our team! You will be responsible for overseeing the administrative activities of the organization and become the office expert on maintaining accounts and offering customer service to our clients. The job offers a friendly and stress-free environment and is perfect for someone who enjoys working but needs to have time due to personal commitments.

Responsibilities:

• Manage records and information
• Plan and maintain work facilities
• Provide administrative assistance to management team
• Run trade reports and export into excel then organizing data
• Assist clients with online account creation and maintenance
• Work with outside firms and advisors to stay in compliance
• General Administration Duties (phone, mail, etc.)

​ Qualifications:

• Previous experience in administrative services or other related fields
• Ability to prioritize and organize
• Professional demeanor with customer service skills
• Accuracy when entering data / attention to details
• Excellent communication skills
• Ability to work independently
• Proactive in learning industry terminology and systems
• Confidentiality and care with personal information
• Basic Excel (Formatting, Sort, Sum)
• Microsoft Office (Outlook, Word, Mail Merge)
• Notary Preferred

Requirements:

• Background check
• 20 - 25 Hours per week - Monday - Thursday (Fridays typically off)
• Typical hours are 10am to 3pm with some flexibility
• Normally work from home on Tuesdays
• Office Days are Monday, Wednesday, and Thursday

We are a small financial planning firm with 2 advisors. We work with roughly 200 households to assist and advise them on personal wealth and retirement. The two advisors are brothers, and the firm was established in 2001.

Company Description

We are a small financial planning firm with 2 advisors. We work with roughly 200 households to assist and advise them on personal wealth and retirement. The two advisors are brothers, and the firm was established in 2001.