Job description
Looking for a new team member to work in a financial advisory practice as 2nd assistant to a productive wealth management advisor. Responsibilities include: client service, office organization, data management, social media, and marketing. Job requirements include: excellent grammar/proofreading skills, effective oral/written communication skills and proficiency in Microsoft applications. Professionalism and attention to detail are important. Part-Time with the ability to go full time in the future. Schedule has max flexibility.'
Administrative Duties:
- Scheduling
- Answering and routing phone calls
- Managing social media
- Liaison between home office team and advisor
- Task and client flow management
Setting:
- Other
Ergonomic Workspace:
- No
Hours per week:
- 10-19
Work Location:
- One location
Schedule:
- Monday to Friday
Typical end time:
- Any
Typical start time:
- Any
Job Types: Part-time, Contract, Temporary, Internship
Pay: $18.00 - $25.00 per hour
Schedule:
- Day shift
- Monday to Friday
COVID-19 considerations:
We comply with all state, county, and city Covid rules and precautions.
Work Location: One location
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