Administrative Assistant (Part-Time)

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

• Manage new account openings, transfers, and maintenance for investment advisory accounts.
• Ensure a smooth onboarding experience for new clients.
• Process paperwork accurately and in a timely manner.
• Maintain digital files and notes for clients and prospects in RedTail (Client Relationship Management system).
• Handle client servicing requests such as address changes, beneficiary updates, etc. relative to insurance and investment accounts.
• Maintain confidentiality in handling client financial information.

Qualifications

• Manage new account openings, transfers, and maintenance for investment advisory accounts.
• Previous administrative experience in a professional setting required.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Professional demeanor with strong interpersonal skills.
• Proficiency with Microsoft 365 (Outlook, Word, Excel).
• Prior experience working with a CRM would be helpful.
• Experience in financial services, insurance, or wealth management preferred.
• Previous experience working with a multi-cultural client base would be a plus to enhance communication with diverse clientele.
• Able to pass a criminal history and credit background check including fingerprints.

Schedule

• Part-time
• Flexible hours to be discussed (approximately 20 hours per week)
• Monday-Friday four hours per day or Monday-Thursday five hours per day

Compensation

• Hourly pay based on prior experience ranging between $22/hour - $26/hour
• Paid bi-monthly
• Paid time off accrues with time

Pay: $22.00 - $26.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Work Location: In person