What are the responsibilities and job description for the Financial Services - Part to Full time Support and Marketing position at Ivory Wealth Management, Inc.?
About Us
We are an experienced, client-focused financial services firm preparing to open our new office in Hudson, NY. Our mission is to provide personalized, trustworthy financial guidance to individuals and small businesses. We value integrity, attention to detail, and creating a welcoming, professional atmosphere as we build lasting relationships with our clients.
Position Overview
We are seeking a highly organized and dependable individual to join our team as a Financial Services Assistant / Office Manager. This is a part-time role with flexible scheduling, ideal for someone with administrative or financial services experience who enjoys working in a collaborative, small-office environment. Key Responsibilities - Provide administrative support to financial advisors, including scheduling and client communication - Manage daily office operations and maintain organized records and filing systems - Prepare and process forms, documents, and reports with a high degree of accuracy - Assist with bookkeeping, invoicing, and basic financial recordkeeping (QuickBooks experience a plus) - Maintain compliance documentation and support regulatory procedures . Greet clients and ensure a professional and friendly office environment. Salary and bonuses commensurate with experience.
Qualifications
Prior experience in an administrative, office management, or financial services role - Prior experience in the financial services field preferred - Strong organizational and time-management skills - Excellent communication and interpersonal abilities - Proficiency with Microsoft Office Suite (especially Excel and Outlook) - Comfort working with financial documents and handling confidential information - Ability to work independently and take initiative - Knowledge of financial services industry or client service a plus.
Schedule & Work Environment
Part-time, 4-5 days per week (flexible hours) - In-person position at our Hudson, NY office - Warm, professional, and team-oriented environment.
To Apply
Please email your resume and a brief cover letter outlining your relevant experience and interest in the position to charles@ivorywealthmgmt.com
Job Type: Part-time
Expected hours: No more than 25 per week
Benefits:
- Professional development assistance
Schedule:
- Day shift
- Monday to Friday
Work Location: In person