Financial Services Administrative Assistant (Part Time)

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Are you an organized, detail-oriented professional looking to contribute to a dynamic financial services team? We’re searching for a Part-Time Financial Services Administrative Assistant to join our client’s office, supporting two financial advisors and assisting other team members as needed. This temp-to-perm position offers a pathway to a permanent role with competitive benefits and growth opportunities.

What You’ll Do:

• Answer and manage phone calls with professionalism.
• Handle client service requests and maintain their CRM database (Redtail CRM preferred).
• Coordinate follow-up processes for client transactions and ensure seamless client experiences.
• Provide administrative support to financial advisors and office staff.
• Prioritize and manage multiple tasks in a fast-paced environment.

What We’re Looking For:

• Education: Associate’s or Bachelor’s degree preferred.
• Experience: 2+ years in the financial services industry preferred.

Skills

• Proficiency in Microsoft Office Suite.
• Experience with CRM systems (Redtail CRM is a plus).
• Securities licenses are a plus but not required.
• A self-motivated, resourceful, and detail-oriented individual with strong organizational skills.

Why Join Our Client?

This is an excellent opportunity to grow within the financial services industry, working alongside seasoned professionals in a supportive and professional environment. Your contributions will directly impact their clients’ success and our team’s efficiency.

If you’re ready to bring your skills, energy, and attention to detail to a role where you can make a difference, we’d love to hear from you!

Pay: $22-$25/hour (based on experience).
Permanent hire benefits include 11 paid holidays, 1 week of personal/sick time, and SEP IRA eligibility after one year.
Schedule: Part-time Monday through Friday (20 hours/week) with the potential for full-time hours for the right candidate.
Work Environment: Business professional attire required.
Job Type: Temp to Perm

 #tsg

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