About the Client:
This role supports a Financial Advisor working with a well-established financial services organization that focuses on helping middle-income families improve their financial well-being. The client provides straightforward financial education and offers solutions such as term life insurance, investments, and debt-management guidance. Their mission is to help individuals and families make informed financial decisions and build a stronger financial future.
About the Role:
We are seeking a reliable and motivated Remote Administrative Assistant to support a Financial Advisor with daily administrative and client-service tasks. This position is ideal for someone who has strong computer skills, communicates well, and is eager to learn within the financial services environment. No extensive experience is required just a positive attitude, professionalism, and willingness to grow.
Key Responsibilities:
Send, respond to, and manage emails using Microsoft Outlook.
Make and receive phone calls on behalf of the Financial Advisor.
Prepare, edit, and organize documents.
Schedule meetings and manage calendars.
Create and maintain reports.
Assist with general administrative and organizational tasks.
Required Qualifications:
Basic computer proficiency.
Familiarity with Microsoft 365 (Word, Excel, Outlook, Teams).
Strong verbal and written communication skills.
Ability to work independently and manage time effectively.
Willingness to learn new tasks and tools.
Familiarity with CRM software is a plus.