Administrative Assistant to Sr. Financial Advisor
Part-time
Mid
Description
About us
Senior Financial Advisor in Newport Beach with over 24 years of experience is looking to hire an Administrative Assistant. Starting pay is $20/hr with opportunities for bonus. Must be willing to primarily work in Newport Beach office. Schedule can be discussed but generally Monday-Thursday and seeking approximately 20+ hours per week with the potential for more.
Candidates must:
• be organized and detail oriented
• be able to multi-task well
• take good notes with an ability to summarize effectively
• communicate well via email or phone
• be familiar with calendar systems (like calendly)
Candidates are preferred to:
• have experience using customer relationship management (CRM) software
• have experience working in financial services or assisting other financial advisors
• be familiar with AI tools
Responsibilities primarily include:
• taking and summarizing meeting notes
• data entry and maintenance of CRM
• preparing application or account service docs
• corresponding with and collecting client docs
• assistance with client marketing initiatives
• assistance leveraging AI tools in my practice
• Candidates with proper financial services licensing may also have additional opportunities to earn commissions
Job Type: Part-time
Pay: From $20.00 per hour
Expected hours: No less than 20 per week
Benefits:
• Flexible schedule
Work Location: Hybrid remote in Newport Beach, CA 92660
Senior Financial Advisor in Newport Beach with over 24 years of experience is looking to hire an Administrative Assistant. Starting pay is $20/hr with opportunities for bonus. Must be willing to primarily work in Newport Beach office. Schedule can be discussed but generally Monday-Thursday and seeking approximately 20+ hours per week with the potential for more.
Candidates must:
• be organized and detail oriented
• be able to multi-task well
• take good notes with an ability to summarize effectively
• communicate well via email or phone
• be familiar with calendar systems (like calendly)
Candidates are preferred to:
• have experience using customer relationship management (CRM) software
• have experience working in financial services or assisting other financial advisors
• be familiar with AI tools
Responsibilities primarily include:
• taking and summarizing meeting notes
• data entry and maintenance of CRM
• preparing application or account service docs
• corresponding with and collecting client docs
• assistance with client marketing initiatives
• assistance leveraging AI tools in my practice
• Candidates with proper financial services licensing may also have additional opportunities to earn commissions
Job Type: Part-time
Pay: From $20.00 per hour
Expected hours: No less than 20 per week
Benefits:
• Flexible schedule
Work Location: Hybrid remote in Newport Beach, CA 92660