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.
This is a part-time remote position requiring 10 hours per week.
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.
Compensation: $14.00 - $15.00 per hour
About Us
Frontall has been helping connect companies with qualified talent since 2011. Specialized in HR Solutions, our purpose is to provide workers with the right tools to achieve professional excellence and, therefore, supply our clients with highly proficient staff.
We have gained a strong presence around South America by providing professional workforce to businesses, managing over 23,000 employees over the years, and also assisting talents to find great career opportunities.
We are constantly expanding our frontiers, which has enabled us to grow on an international level with several service locations in North America and South America.
At Frontall, we invest in training employees to help our clients find skilled personnel ready to serve the company with motivated and thirsty performances.
We offer complete solutions for technical, operational, and administrative areas. Also, job seekers can find great job opportunities as well as training and courses to help them develop their skills and grow professionally.
We are committed to doing our job with efficiency, feasibility, and ethics.