Flexible Part- Time Financial Services Administrative Assistant

4 weeks ago


Cherry Hill, United States Bala Financial Group Full time
Job DescriptionJob Description

We are seeking a committed and detail-oriented candidate who will support financial professionals with projects and office tasks. Someone who will perform administrative support for various company tasks to ensure that client onboarding and account servicing runs smoothly and efficiently. This position provides flexible office-based hours, between 18-24 hours/ week. If you are someone who wishes to work in a friendly, fast-paced financial services firm where you can make an immediate contribution, then do not miss this great opportunity

 

Tasks include:

 

  • Client servicing and account maintenance
  • Preparing required documents
  • Assisting in general office tasks

 

Helpful skills:

 

  • Strong Phone and Computer Skills
    • Additional experience in Excel, Outlook, Adobe is helpful but not required
  • Adaptability
  • Positive Attitude
  • Commitment to Learn

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