Administrative Assistant

We are seeking a detail oriented, driven, self starter to join the team. This role will be assisting with all things client related for a financial planner. Tasks include:

- Follow Up and Communication with Clients

- Management of Client Files

- Assistance with database and prospecting management

- Collecting client data and submitting applications

- Scheduling and confirming appointments

- Data Entry

- Misc. Office Tasks

Opportunity for career growth and scaled pay with proven demonstration of success. Role will be primarily in office, with opportunity to work from home. Looking forward to hearing from you!

Job Type: Full-time

Pay: $21.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• Flexible schedule

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person