Administrative Assistant

Pay: $22.00 - $25.00 per hour

Part-Time Administrative Assistant (15-20 Hours per Week)

Schedule: Tuesday-Thursday (15-20 hours per week)
Location: In Person

Job Description

We are seeking a professional, organized, and detail-oriented Part-Time Administrative Assistant to join our growing and successful financial planning practice. This position is ideal for an individual seeking a consistent part-time schedule while making a meaningful impact through exceptional client service and administrative support.

As a key member of our team, you will help create a positive experience for clients while supporting advisors and staff in day-to-day office operations. You'll work alongside an experienced team dedicated to helping individuals and families pursue their financial goals and build lasting financial confidence.

Key Responsibilities

• Provide administrative support to advisors and team members
• Deliver exceptional customer service and help maintain strong client relationships
• Answer and manage phone communications with professionalism and warmth
• Prepare for client meetings and process follow-up activities
• Support client service initiatives and office administration
• Maintain accurate records and ensure timely completion of administrative tasks
• Assist with office organization and special projects as needed

Qualifications

• Minimum 3 years of administrative experience required; financial services experience preferred
• Excellent telephone, written, and interpersonal communication skills
• Strong organizational skills and attention to detail
• Ability to multitask, prioritize responsibilities, and work independently
• Expert with Microsoft Office and common business technology platforms
• Positive attitude, strong work ethic, and team-oriented mindset
• Valid driver's license required

What We Offer

• Flexible part-time schedule with consistent hours Tuesday through Thursday
• Collaborative, supportive, and professional work environment
• Opportunity to work within a growing and highly respected financial planning practice
• Professional development and ongoing learning opportunities
• The satisfaction of helping clients achieve important financial goals

About Us

Our mission is centered around helping clients achieve their financial goals across generations. We are committed to providing thoughtful guidance, personalized service, and lasting relationships. We seek individuals who are dependable, client-focused, and motivated to contribute to a team that makes a meaningful difference in people's lives.

Benefits

• Paid time off (prorated for part-time employees)
• Professional development assistance
• Retirement plan eligibility

Job Type: Part-Time

Expected Hours: 15-20 per week

Schedule:

• Tuesday
• Wednesday
• Thursday
• Day shift

Work Location: In Person

Pay: $22.00 - $25.00 per hour

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Work Location: In person