Administrative Assistant - Part-Time - $18/hr

Administrative Assistant - Part-Time

A locally owned and operated financial services firm in Kalispell, Montana, is looking for an Administrative Assistant. Dedicated to providing exceptional service with the highest level of integrity. Our mission is to help clients navigate their financial journeys with personalized strategies that support their goals, from growing their assets to leaving behind a legacy.

We are seeking an organized, detail-oriented individual to join their team, you will be integral in supporting the office's day-to-day operations. This role is ideal for someone who thrives in a fast-paced environment, enjoys organizing systems and processes, and has a passion for providing exceptional client services. Your contributions will directly support their mission of delivering the highest quality of client care and strategic financial solutions.

Pay : $18 to $21 / hour, depending on experience

Schedule : Part-time (18 to 25 hours / week)

Essential Functions and Duties :

• Develop and maintain written systems of all activities for Wealth Advisor
• Develop and maintain written systems of all office procedures
• Develop client's correspondences in various forms such as letters, email and social media platforms
• Create marketing materials as well as monthly / portfolio reviews
• Work closely with office manager and additional team members

Qualifications :

Get in touch! Call or text 406-752-0191 to reach Jared, your career coach, in our Kalispell LC Staffing Office.

40597PandoLogic. Keywords : Administrative Assistant, Location : Kalispell, MT - 59903

Salary : $18 - $21