Part-Time Administrative Assistant

We are a prestigious investment firm in Southern New Hampshire seeking a high-quality, energetic individual to support our operations and client service team. This position reports directly to the Director of Operations and plays an important role in ensuring a smooth and professional client experience. This is an excellent opportunity for someone seeking part-time or “mother’s hours” in a professional, fast-paced environment.

Principal Responsibilities

• Manage calendars and schedule client meetings
• Support the Director of Operations and Financial Advisor team with meeting preparation and general administrative tasks
• Follow up on action items resulting from prospect and client meetings, including completing paperwork for investment and insurance products
• Facilitate client contribution and distribution requests
• Set up new client accounts and maintain accurate account information
• Process beneficiary updates and other account maintenance requests
• Prepare weekly and monthly reporting
• Maintain and update all client contact records
• Proactively assist with operational and client service needs
• Perform additional office administrative duties, including ordering office supplies and supporting day-to-day office operations

Required Knowledge, Skills & Competencies

• Positive attitude and exceptional client service skills
• Strong written and verbal communication abilities
• Excellent interpersonal skills and professionalism
• High attention to detail and accuracy
• Outstanding organizational and time management skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Self-starter who works well independently and collaboratively
• Ability to meet deadlines and follow through on responsibilities proactively
• Proficiency with Microsoft Office and general office technology preferred

Pay: $19.00 - $24.00 per hour

Work Location: In person