Financial Administrative Assistant

Overview:

A financial advisor assistant’s job is to support the financial advisors

clients by performing administrative tasks, providing customer service, and

helping clients achieve their financial goals This job posting is looking for

key support role with understanding or quick learner of the financial/insurance

industry (a financial or insurance license is not required for this role) Seeking

a highly organized and proactive assistant to manage the daily administrative

tasks, including scheduling appointments, coordinating meetings, maintaining

calendars, and serving as the primary point of contact for clients, requiring

excellent communication and customer service skills while handling

confidential information with discretion; ideal candidates will have proven

experience as an assistant with strong computer literacy, Redtail CRM

knowledge, and proficiency in Microsoft Office Suite. Experience with Nit

f/k/a Riskalyze a plus.

Key points about the role:

Responsibilities:

Managing schedules, meeting coordination, calendar maintenance,

acting as primary contact for clients, preparing and proofreading

documents, maintaining filing systems, handling clerical task

supporting project management by tracking deadlines and deliverables,

creating proposals and applications.

Essential skills:

Exceptional organizational skills, strong communication abilities,

proficiency in Microsoft Office Suite, attention to detail, and ability to

multitask, excellent customer service skills, discretion with confidential

information.

Qualification

Proven experience as an assistant, strong computer literacy, excellent

proofreading skills, and ability to work effectively and independently. Must

have a high school diploma or GED certificate and relevant work

experience. A bachelor’s degree in a related field, such as accounting

or finance, can improve your chances You’ll also need to demonstrate

strong communication, organizational, problem-solving, and

administrative skills, as well as computer skills.

Who should apply: Individuals who are highly organized, proactive,

detail-oriented, and have strong communication skills.

This is an in-person role, starting as a part-time of 20 hours a week with benefits

and the potential to go full-time. Starting hourly pay rate commensurate with

experience. Please send resumes to ericleibowitz1@gmail.com for

consideration.