Join Our Team as a Part-Time Administrative Assistant!
Are you detail-oriented, organized, and ready to support a leading Registered Investment Advisor from the comfort of your own home? We’re looking for a dedicated Part-Time Administrative Assistant to join our dynamic team!
About Us:
We are a trusted investment advisory firm committed to providing our clients with exceptional financial guidance and personalized service. As we continue to grow, we need a meticulous administrative professional who shares our passion for excellence.
Key Responsibilities:
- Assist with the client onboarding process and documentation.
- Maintain accurate and organized records.
- Prepare and proofread reports, presentations, and other materials.
- Handle client inquiries with professionalism and a positive attitude.
- Understand and manage the compliance and regulatory process.
Required Qualifications:
1. Experience:
- 3 years of proven experience in an administrative role in the investment advisory industry. Please do not apply if you do not meet this requirement.
- Familiarity with investment advisory practices and client management processes.
2. Technical Skills:
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Comfortable using virtual communication tools (e.g., Zoom, Slack, Microsoft Teams).
3. Attention to Detail:
- Exceptional attention to detail and a commitment to accuracy in all tasks, including document preparation and data entry.
4. Organizational Skills:
- Strong organizational skills with the ability to manage multiple tasks effectively and meet deadlines.
5. Communication Skills:
- Excellent written and verbal communication skills to interact professionally with clients and team members.
6. Self-Motivation:
- Ability to work independently and stay organized in a remote work environment.
Personal Attributes:
- Strong problem-solving skills and the ability to adapt to changing priorities.
- Integrity and a commitment to confidentiality, especially regarding sensitive client information.
These qualifications will help ensure that applicants can effectively support the investment advisor and contribute to a high level of service for clients.
Why Join Us?
- Flexible part-time hours to fit your lifestyle.
- Remote work environment with a supportive team.
- Competitive compensation based on experience.
If you're ready to make a difference and support our mission of delivering outstanding service to our investment advisory clients, we want to hear from you! Send your resume and a brief cover letter detailing your relevant experience to ben@reppondinvestments.com.
Apply Now and Help Us Shape Financial Futures!
Ben Reppond
