Assistant to Financial Advisor

I am seeking a highly organized and detail-oriented Assistant to join me. The ideal candidate will have excellent communication skills, strong organizational abilities, and the ability to multitask effectively.

Responsibilities

• Perform general administrative duties, including calling clients, responding to emails, and managing calendars.
• Prepare and edit correspondence, reports, and presentations for meetings.
• Organize and maintain digital files.
• Coordinate client meetings.
• Assist with data entry and record keeping within financial planning software.
• Provide client service by addressing inquiries and resolving issues.
• Follow up on insurance applications and investment account opening so it's all processed in a timely manner.
• Oversee various marketing programs such as workshops (online or in person).

Ideal Qualifications

• Previous experience in an administrative role preferred.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong organizational skills with the ability to prioritize tasks effectively.
• Excellent written and verbal communication skills.
• Attention to detail and accuracy in all work.
• Ability to handle confidential information with discretion.
• Customer service-oriented mindset.

Because this role involves handling sensitive financial information for clients, a laptop with all required security software will be provided.

This is a part-time position offering competitive compensation with the ability to grow. I see this role morphing over time into a full-time role with benefits and additional compensation.

While this is a remote position, I'd like the ability to meet once or twice per week, probably over lunch, to discuss things. If you live in Fort Myers, Naples, Bonita, or Babcock Ranch areas that works best.

Job Type: Part-time

Pay: From $25.00 per hour

Expected hours: 15 per week

Benefits:

• Flexible schedule
• Professional development assistance

Schedule:

• Monday to Friday
• No weekends

Work Location: Hybrid remote in Fort Myers, FL 33912