Part time Administrative Assistant - Remote
$29,120–$31,200 year
RemoteUnited States
United StatesRemotePart Time$29,120–$31,200 yearMedium
Part TimeMedium
Job Summary
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. Create and maintain reports and assist with general administrative and organizational tasks. This part-time remote role requires 10-15 hours per week and supports a 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.
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
Desired Qualifications
- Familiarity with CRM software is a plus
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