financial administrative assistant

Wiser WealthCare, Inc.

Job Summary **PAY &amp; BENEFITS BASED ON EXPERIENCE AND DESIRED SCHEDULE**We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. The ideal candidate will be responsible for providing comprehensive support to ensure efficient operation of the office. This role requires a proactive individual with strong time management skills and the ability to handle multiple tasks simultaneously. The Administrative Assistant will serve as the first point of contact for visitors and clients, making a positive impression while managing various clerical duties.Duties<ul><li>Greet and assist visitors at the front desk, ensuring a welcoming environment.</li><li>Manage calendars, schedule appointments, and coordinate meetings for team members.</li><li>Perform clerical tasks such as filing, data entry, and maintaining office supplies.</li><li>Proofread documents to ensure accuracy and professionalism in all communications.</li><li>Assist with administrative tasks as needed, including correspondence and report preparation.</li><li>Maintain an organized office environment by implementing effective office procedures.</li><li>Collaborate with team members to streamline processes and improve workflow efficiency.</li></ul>Requirements<ul><li>Proven financial admin experience. Series 65/66 - REQUIRED</li><li>Previous experience with Charles Schwab administration is a plus but not required.</li><li>Exceptional proofreading skills with attention to detail in written communications.</li><li>Strong front desk skills with excellent interpersonal communication abilities.</li><li>Proficiency in calendar management and time management techniques.</li><li>Familiarity with office software applications (e.g., Microsoft Office Suite).</li><li>Ability to work independently while also being a collaborative team player.</li><li>A positive attitude and willingness to learn new skills in a dynamic work environment.</li></ul>If you are looking for an opportunity to contribute to a thriving organization while enhancing your administrative skills, we encourage you to apply for this position!Pay: From $1.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Health insurance</li><li>Health savings account</li><li>Professional development assistance</li><li>Tuition reimbursement</li></ul>Work Location: In person

Financial Administrative Assistant

Conover Properties

Administrative Assistant &ndash; Financial Planning OfficeWe are seeking a highly organized and dependable Administrative Assistant to provide dedicated support to two financial planners. This role is essential in maintaining the efficiency of daily operations, ensuring client satisfaction, and upholding the firm&rsquo;s professional standards.Key Responsibilities<ul><li>Manage client scheduling, correspondence, and follow-up communications.</li><li>Prepare client review packets, reports, and meeting materials.</li><li>Maintain client records, documentation, and compliance files within the firm&rsquo;s CRM system.</li><li>Coordinate new client onboarding and account service requests.</li><li>Communicate with custodians, investment companies, and vendors to facilitate client transactions.</li><li>Support marketing and client engagement initiatives, including mailings and event coordination.</li><li>Perform general office management tasks such as ordering supplies, organizing files, and maintaining office systems.</li><li>Ensure adherence to confidentiality and compliance policies at all times.</li></ul>Qualifications<ul><li>Minimum of 2 years of administrative experience, preferably within financial services, insurance, or a professional office environment.</li><li>Excellent written and verbal communication skills.</li><li>Proficiency with Microsoft Office Suite; familiarity with financial CRM systems (e.g., Redtail, Wealthbox, Salesforce) preferred.</li><li>Strong organizational skills with attention to detail and the ability to prioritize multiple tasks.</li><li>Demonstrated professionalism, discretion, and reliability.</li></ul>Preferred Attributes<ul><li>Proactive problem solver with strong follow-through.</li><li>Professional appearance and demeanor.</li><li>Positive team player who values client service and continuous improvement.</li></ul>If you are interested in growing with our team we would love to hear from you.Job Type: Full-timePay: From $21.00 per hourBenefits:<ul><li>401(k)</li></ul>Work Location: In person

Administrative Assistant-Financial Planning Office

Nha Sach Binh Minh

Job Opportunity: Financial AssistantLocation: Muscat, Oman Company: Nha Sach Binh MinhAbout UsNha Sach Binh Minh is a growing organization with a strong focus on financial integrity, operational efficiency, and sustainable growth. With a presence in Oman, we are committed to supporting our business units through accurate financial management and strategic oversight. To strengthen our finance team in Muscat, we are seeking a detail-oriented Financial Assistant to support day-to-day accounting and financial operations.Role OverviewThe Financial Assistant will be responsible for assisting with financial reporting, transaction processing, and compliance activities. This role requires accuracy, organizational skills, and the ability to work collaboratively across departments.Key Responsibilities<ul><li>Assist in preparing financial reports, statements, and reconciliations.</li><li>Process invoices, payments, and expense claims.</li><li>Maintain accurate financial records and documentation.</li><li>Support budgeting and forecasting activities.</li><li>Collaborate with finance and operations teams to ensure compliance with policies.</li><li>Assist with audits and provide necessary documentation.</li><li>Monitor financial transactions and highlight discrepancies.</li><li>Provide administrative support to the finance department as needed.</li></ul>Qualifications<ul><li>Diploma or Bachelor&rsquo;s degree in Accounting, Finance, or related field.</li><li>1&ndash;3 years of experience in finance or accounting support roles.</li><li>Strong knowledge of accounting principles and financial processes.</li><li>Proficiency in MS Office and accounting software (ERP experience preferred).</li><li>Excellent attention to detail and organizational skills.</li><li>Strong communication and problem-solving abilities.</li><li>Fluency in English; Arabic is a strong advantage.</li></ul>Why Join Us?<ul><li>Be part of a respected organization with diverse operations.</li><li>Gain valuable experience in finance and accounting.</li><li>Competitive salary and benefits package.</li><li>Opportunities for career growth and skill development.</li><li>Collaborative, supportive, and performance-driven work culture.</li></ul>Job Type: Full-timePay: Up to RO850.000 per monthWork Location: In person

Financial Assistant

Level Four Wealth Management

About Us: Absaroka Wealth Management is a modern, planning-first financial advisory firm located in Cody, Wyoming. We work closely with individuals and families to build transparent, long-term financial strategies. As our firm continues to grow, we're looking for a reliable and detail-oriented Administrative Assistant to join our team and grow with us.About the Role: As the Administrative Assistant, you'll support the daily operations of our office, helping ensure a seamless client experience. This is an ideal role for someone who is trainable, eager to learn the financial services industry, and looking for a long-term role with room for development. Pay starts at $25/hour and depends on experience.Key Responsibilities:<ul><li>Schedule client meetings and manage calendars for the advisory team</li><li>Assist with client communication via phone and email</li><li>Handle paperwork for account openings, transfers, and money movement</li><li>Enter and maintain client data within LPL&rsquo;s systems</li><li>Support compliance processes and file management</li><li>Coordinate with both advisors on day-to-day operations and follow-up items</li><li>Maintain professionalism and confidentiality in all client interactions</li></ul>Qualifications:<ul><li>Strong attention to detail and organizational skills</li><li>Excellent verbal and written communication</li><li>Comfortable learning new technology platforms (training provided)</li><li>Ability to multitask and meet deadlines</li><li>Professional, dependable, and people-oriented</li><li>Experience in financial services or administrative support preferred, but not required</li></ul>Schedule:<ul><li>Monday&ndash;Friday</li><li>8:00 AM to 3:00 PM</li><li>1-hour unpaid lunch</li></ul>Perks:<ul><li>Annual end-of-year bonus</li><li>2 weeks of paid time off</li><li>Supportive, small-team environment with high-impact client work</li></ul>Pay: From $25.00 per hourBenefits:<ul><li>Paid time off</li><li>Professional development assistance</li></ul>Ability to Commute:<ul><li>Cody, WY 82414 (Required)</li></ul>Ability to Relocate:<ul><li>Cody, WY 82414: Relocate before starting work (Required)</li></ul>Work Location: In person

Administrative Assistant – Part-Time

The Piedmont Group

<div>Financial Advisor Assistant 
Location: Dunwoody, GA
Job Type: Full-Time, permanent
Salary: up to $60K, depending on experience
Hybrid: After training ~ 2 days remote, 3 days in the office 
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. 
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 
Key Attributes<ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul> 

Compensation:
$60,000 
Responsibilities:
Client Service Relationship Support<ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul> 
Advisor Operational Support<ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul> 
Administrative Duties<ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul> 

Qualifications:<ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul> 
Preferred:<ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul> 

About Company 
Why Financial Advisors Choose The Piedmont Group
We Offer Our Advisors:<ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career</li><li>
Aggressive, performance-driven, and bonus-structured compensation</li><li>
Licensure sponsorship/reimbursement</li><li>
Your existing and new business is yours</li><li>
We are a non-captive agency</li><li>
Concierge-level advisor services</li><li>
Innovative tools and technology to scale your practice</li><li>
100+ seasoned advisors that can mentor &amp; assist in business growth</li></ul>
At The Piedmont Group, advisors gain a true strategic partner&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.
Independence supported by infrastructure. Growth driven by partnership.</div>

Financial Advisor Assistant

Rowin Insurance

<div>We are seeking a highly organized and dependable Client Financial Executive Assistant to support our financial services team with client coordination and administrative operations. This role is ideal for individuals looking to gain experience in financial services while working in a flexible, remote environment. 
You will play a key role in ensuring smooth day-to-day support for client-related financial processes.<h3 class="jobSectionHeader">
Key Responsibilities</h3> 
<ul><li>
Assist with client financial documentation and basic reporting</li><li>
Maintain and organize client records with accuracy and confidentiality</li><li>
Support financial executives with administrative and coordination tasks</li><li>
Handle data entry, document processing, and online submissions</li><li>
Communicate professionally with internal teams and, when needed, clients</li><li>
Ensure timely completion of assigned projects and tasks</li></ul><div><h3 class="jobSectionHeader">
Qualifications</h3><ul><li>
Strong attention to detail and organizational skills</li><li>
Professional communication (written and verbal)</li><li>
Basic proficiency with computers, online tools, and data entry</li><li>
Ability to manage time effectively in a remote setting</li><li>
Prior administrative, finance, or customer support experience is a plus (not required)</li></ul><div><h3 class="jobSectionHeader">
Compensation &amp; Benefits</h3><ul><li>
Competitive project-based compensation</li><li>
Performance-based bonuses and growth incentives</li><li>
Flexible remote work environment</li><li>
Opportunity to gain experience in financial services and client management</li><li>
Potential for long-term collaboration and advancement</li></ul><div><h3 class="jobSectionHeader">
Work Environment</h3>
This is a fully remote opportunity open to candidates across the United States. You will have the flexibility to manage your own schedule while meeting project deadlines.</div></div></div></div>

Client Financial Executive Assistant (Remote)

Time Equities Inc

<div>ADMINISTRATIVE ASSISTANT - FINANCIAL REPORTING
Time Equities, Inc. (&ldquo;TEI&rdquo;), a full-service real estate company, is seeking an administrative assistant who will be responsible for supporting the CFO and Director of the Equity Department. This role involves assisting in managing a large roster of current investors, handling a multitude of transactions, preparing communications, uploading K-1 and Investor Statements, and collaborating with internal teams to enhance operational processes.
RESPONSIBILITIES
Job responsibilities include, but are not limited to:<div><ul><li>
Coordinate team communications and calendars, respond to calls/emails, and interface with clients</li><li>
Prepare invoices, memos, and reports</li><li>
Maintain organized filing systems (electronic &amp; hardcopy), databases and retrieve information</li><li>
Schedule meetings, calls, and webinars</li><li>
Provide general administrative support to the IR, Audit, and Finance executives</li><li>
Uphold a strict level of confidentiality</li><li>
Develop and sustain a level of professionalism among staff and clientele</li><li>
Maintenance and Management of the App Folio Investor Portal</li><li>
Assist various departments with onboarding of investors, new and sold properties, and other transactions</li></ul></div>
 REQUIREMENTS<div><ul><li>
2+ years of professional experience in finance, private wealth advisory, or related real estate/investment fields</li><li>
Proficiency with App Folio, Microsoft Excel, and PowerPoint</li><li>
Requirement to work in the office</li><li>
Professional written/verbal interpersonal communication skills with a client-service mindset</li><li>
High level of organization, accuracy, and attention to detail</li><li>
Ability to maintain confidentiality and handle sensitive information</li><li>
Strong initiative and ability to work both independently and as part of a team</li><li>
Ability to manage multiple deadlines and adapt to changing priorities</li><li>
Interest in real estate, investing, private markets, and in developing skills across investor relations, capital administration, and operational systems</li><li>
Bachelor's degree</li></ul></div> 
BENEFITS AND PERKS:<div><ul><li>
Broad competitive compensation and benefits package, including Medical, Dental, Vision, Life, and Disability insurance</li><li>
401(k) Retirement Plan with company-matched contributions</li><li>
Eligible to elect other voluntary benefits, including FSA, and additional life insurance coverages</li><li>
Up to $3,500/year in tuition reimbursement</li><li>
Tax-free benefits for mass transit or parking expenses</li><li>
Access to an Employee Assistance Program for services including counseling, financial and legal consultation, referrals for care services, and more</li><li>
Opportunity to enroll in an internal mentorship program</li><li>
Opportunity to serve on various internal committees, such as the Change Committee and Wellness Committee</li><li>
Health and wellness opportunities, including discounted gym membership options with NYSC and Class Pass</li><li>
Paid time off, including vacation, sick, and personal days</li></ul></div> 
Time Equities, Inc. does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business needs.
For more information, please visit our website at https://timeequities.com/ 
 Salary - 75-85K</div>

Administrative Assistant - Financial Reportin

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