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Administration Assistant
1 month ago
Administrative Position for a Successful Financial Advisor
Part-time, Flexible Hours, Potential Work-from-Home Option
We are seeking a highly organized and detail-oriented individual to join our team as an Administrative Assistant for a successful financial advisor. This is a part-time position, requiring approximately 4 hours of work per day or 18 hours per week. The working hours are flexible, and there is a possibility of working from home for a portion of the week once training is complete.
Responsibilities
- Process all new business applications and service-related activities promptly and accurately.
- Secure and input client data into our systems with utmost attention to detail and confidentiality.
- Creating, updating, maintaining advisor reports
- Assisting with the advisor's calendar
- Schedule reviews with clients and ensure timely coordination of communication.
- Collaborate closely with an executive assistant and the advisor to support their administrative needs effectively.
Minimum Qualifications
- Bachelor's degree
- 4+ years of experience in administration
- Clean criminal and financial background
Preferred Qualifications
- Ability to work both independently and as part of a team, demonstrating excellent collaboration skills.
- Proactive decision-making skills to anticipate and address administrative needs.
- Strong verbal and written communication skills.
- Proficiency with the MS Office Suite.
- Ability to handle confidential material with discretion and maintain a high level of trustworthiness.
We offer a supportive and dynamic work environment where your contributions are valued. If you are a self-motivated individual with a keen eye for detail and a passion for providing exceptional administrative support, we would love to hear from you.
Thank you for considering this opportunity. We look forward to reviewing your application
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