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Admin Assistant


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We are a boutique financial planning firm providing comprehensive wealth management services to high-net-worth individuals and businesses.

Job Title: Remote Administrative Assistant

Salary: $23 per hour / 20 hours per week.

Seeking a highly driven, smart, committed, organized professional who possesses strong initiative and communication skills. The primary objective is to provide administrative support for the firm by handling administrative task.

Responsibilities include:

Office Duties

· Set up and confirm meetings

· Scan and file documents

· Coordinate firm mailings.

· Scheduling FedEx pick-ups

· Creating weekly agenda for our Monday morning office meeting.

· Order supplies

· Managing calendars

· Answer phones

· Coordinate gifts made to clients & associates

The position requires time management, follow through, and a high level of attention to detail. Our firm's culture is deeply rooted in client service. Applicant should be patient, responsive, and tactful.

Qualifications: Bachelor's degree and must have excellent MS Word, Excel and math skills. Must be detail oriented and organized with creative problem-solving abilities, and excellent interpersonal skills.









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