Part-time Administrative Assistant

Send, respond to, and manage emails using Microsoft Outlook while making and receiving phone calls on behalf of the Financial Advisor. Prepare, edit, and organize documents, schedule meetings, and manage calendars to ensure smooth client interactions. Create and maintain reports while assisting with general administrative and organizational tasks. Basic computer proficiency and familiarity with Microsoft 365 are required, along with strong verbal and written communication skills. This remote role supports a Financial Advisor at a well-established financial services organization focused on helping middle-income families improve their financial well-being through straightforward education and solutions like term life insurance and debt management.