Part Time Administrative Assistant
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Job Description
Remote Administrative Assistant to support a Financial Advisor in daily tasks and client service. Ideal for a motivated individual eager to learn in financial services.
Responsibilities:
- Send, respond to, and manage emails using Microsoft Outlook.
- Make and receive phone calls on behalf of the Financial Advisor.
- Prepare, edit, and organize documents.
- Schedule meetings and manage calendars.
- Create and maintain reports.
- Assist with general administrative and organizational tasks.
Requirements:
- 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.
- Familiarity with CRM software is a plus.
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