Abrar Admin

Virginia Asset Management, LLC

Job Summary We are seeking a professional and organized part-time Administrative Assistant to support a team of two Financial Advisors. The ideal candidate will be detail-oriented, possess excellent multitasking skills and be comfortable working with Microsoft 365 and learning new software programs as needed.Responsibilities<ul><li>Manage new account openings, transfers, and maintenance for investment advisory accounts.</li><li>Ensure a smooth onboarding experience for new clients.</li><li>Process paperwork accurately and in a timely manner.</li><li>Maintain digital files and notes for clients and prospects in RedTail (Client Relationship Management system).</li><li>Handle client servicing requests such as address changes, beneficiary updates, etc. relative to insurance and investment accounts.</li><li>Maintain confidentiality in handling client financial information.</li></ul>Qualifications<ul><li>Manage new account openings, transfers, and maintenance for investment advisory accounts.</li><li>Previous administrative experience in a professional setting required.</li><li>Strong organizational skills and attention to detail.</li><li>Excellent verbal and written communication skills.</li><li>Professional demeanor with strong interpersonal skills.</li><li>Proficiency with Microsoft 365 (Outlook, Word, Excel).</li><li>Prior experience working with a CRM would be helpful.</li><li>Experience in financial services, insurance, or wealth management preferred.</li><li>Previous experience working with a multi-cultural client base would be a plus to enhance communication with diverse clientele.</li><li>Able to pass a criminal history and credit background check including fingerprints.</li></ul>Schedule<ul><li>Part-time</li><li>Flexible hours to be discussed (approximately 20 hours per week)</li><li>Monday-Friday four hours per day or Monday-Thursday five hours per day</li></ul>Compensation<ul><li>Hourly pay based on prior experience ranging between $22/hour - $26/hour</li><li>Paid bi-monthly</li><li>Paid time off accrues with time</li></ul>Pay: $22.00 - $26.00 per hourBenefits:<ul><li>Flexible schedule</li><li>Paid time off</li></ul>Work Location: In person

Administrative Assistant (Part-Time)

Join Virginia Asset Management, LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Virginia Asset Management, LLC

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Administrative Assistant (Part-Time)