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.
· 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.