What are the responsibilities and job description for the Part Time Office Administrator position at Planned Professional Management, Inc.?
Are you organized, detail-oriented, and looking to contribute to a growing financial planning team? Planned Professional Management, a trusted financial planning firm, is seeking a motivated and dedicated Part-Time Administrative Assistant to join our team. This role is perfect for someone who is passionate about supporting financial professionals and enjoys working in a dynamic, client-focused environment.
Key Responsibilities:
- Provide administrative support to financial planners, including scheduling meetings and managing calendars
- Prepare and maintain client files and documentation
- Assist with data entry, record-keeping, and updating client accounts in the system
- Coordinate and follow up on client communications and requests
- Organize and prepare reports, presentations, and meeting materials
- Handle basic office duties such as answering phones, filing, and processing mail
Qualifications:
- High school diploma or equivalent; some college coursework or certification in finance or business administration is a plus
- Strong organizational skills with attention to detail
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook)
- Excellent communication skills, both verbal and written
- Ability to work independently and as part of a team
- Strong time management skills and ability to prioritize tasks effectively
Why Work With Us:
- Flexible, part-time schedule
- Collaborative and supportive team environment
- Opportunity to gain valuable experience in the financial services industry
- Competitive hourly rate
If you're ready to take the next step in your career and become a key part of a successful financial planning team, we want to hear from you!
To Apply: Please submit your resume and a brief cover letter detailing your interest and qualifications for this position to kristy@wealthservices.net.
Job Type: Part-time
Pay: $16.00 - $18.00 per hour
Expected hours: 20 – 25 per week
Benefits:
- Flexible schedule
- Professional development assistance
Schedule:
- 4 hour shift
- Monday to Friday
- No nights
- No weekends
Work Location: In person
Salary : $16 - $18