Administrative Assistant – Part-Time
Our client is looking for an Administrative Assistant to work part-time in their busy financial office. The company manages investments for their clients. The Administrative Assistant will take on general administrative tasks, allowing the investment advisors more time to focus on client engagement. This role is currently projected to be a long-term project-based position due to several pending developments. But it could transition to a Furst-to-Hire as business grows. The ideal candidate will be trustworthy, possess professional communication skills and excellent customer service skills.
Hours: 8:30am to noon, M-Th
Pay: $18.00/hour
Administrative Assistant Responsibilities:
- Document scanning and digital file organization
- Data entry and CRM updates
- Send thank-you cards, holiday cards, and manage mailings
- Print labels and prepare outgoing correspondence
- Manage broker-dealer letters and schedule meetings (annual or biannual)
- Use Microsoft Outlook, Word, and Teams/Office 360 for communication and scheduling
- Answer phones and send emails
- Assist with billing, invoices, and autopay setup
- Support office with various projects
- Complete applications and forms, and enter data into appropriate systems
- Support holiday thank-you gift coordination
Administrative Assistant Requirements:
- Professional, organized, and computer literate
- Comfortable with both paper-based and digital systems
- Prior experience in financial services or CRM systems is a plus, but not required
- Must not be allergic to dogs (office dog on the premises)
- Strong interpersonal skills and a “can-do” attitude
This is your chance to work with a small, close-knit team and contribute meaningfully. Apply here, or if already registered with Furst, contact Courtney or Denessa at 815-229-7810.
