Part-Time Administrative Assistant

Financial Firm is seeking a part-time (18-21 hours per week) Administrative Assistant to join our team. We are looking for a self-motivated, resourceful, detail-oriented professional to support all aspects of the operation. The ideal candidate will be a self-starter with the ability to learn the company’s financial management systems.  This person will ensure the smooth operations of the day-to-day practice while providing superior customer service to existing clients and prospects.

Specific responsibilities will include but not be limited to:

•This position will service and support clients for two Registered Investment Advisors

•General customer support and administrative duties

•Complete and process new business applications, account set-up and maintenance

•Handles day-to-day client calls, transactions and problem resolution

•Assist in preparing presentations for current and prospective clients

•Gather account values and complete client review summary for upcoming appointments

Requirements include but are not limited to:

•Must pass a background check, including a fingerprint check

•Proficient with Excel, Word and Outlook

•Ability to master new software for investment reporting

•Must possess a professional and polite demeanor with clients via telephone and email

•Ability to meet deadlines

•Ability to approach problem solving with resourcefulness and creativity

•Must be well organized and able to manage competing priorities

•Should be self-motivated, capable of multi-tasking and possess project management skills

•Should be comfortable working in a high-energy, fast paced environment

•Must be a "people person" with excellent written and verbal communication skills.

Previous experience working in the financial services and/or investment industry is a plus, but not required. Compensation commensurate with experience. Please submit availability with resume.