Administrative Assistant (Part-Time)

TriStarr Staffing; Lancaster (Lancaster County); On-site; USD 31,519,000 - 37,250,000; Part time

Job summary

TriStarr Staffing is seeking a Part-Time Administrative Assistant to support two financial advisors in our Lancaster, PA office. The role emphasizes organization, accuracy, and customer service, with a clear path to permanent employment.

You will handle phone inquiries, maintain the Redtail CRM, assist with client transactions, and provide backup support to the office team. Hours are 20 per week, $22–$26 per hour, and performance-based growth is possible.

Qualifications

• Associate's or Bachelor’s degree preferred.
• 2+ years in the financial services industry preferred.
• Proficiency in Microsoft Office Suite.
• Experience with CRM systems (Redtail CRM is a plus).
• A self-motivated, resourceful, and detail-oriented individual with strong organizational skills.

Responsibilities

• Answer and manage phone calls professionally.
• Handle client service requests and maintain their CRM database (Redtail CRM preferred).
• Coordinate follow-up processes for client transactions and ensure seamless client experiences.
• Provide administrative support to financial advisors and office staff.
• Prioritize and manage multiple tasks in a fast-paced environment.

Skills

MS Office

CRM systems

Financial planning software

Securities licenses

Detail-oriented

Organizational skills

Education

Associate's or Bachelor's degree preferred

Tools

Redtail CRM

Financial planning software

Job description

Are you an organized, detail-oriented professional looking to contribute to a dynamic financial services team? We're searching for a Part-Time Administrative Assistant to join our client's office, supporting two financial advisors and assisting other team members as needed. This temp-to-perm position offers a pathway to a permanent role!

What You'll Do:

• Answer and manage phone calls with professionalism.
• Handle client service requests and maintain their CRM database (Redtail CRM preferred).
• Coordinate follow-up processes for client transactions and ensure seamless client experiences.
• Provide administrative support to financial advisors and office staff.
• Prioritize and manage multiple tasks in a fast-paced environment.

What We're Looking For:

Education: Associate's or Bachelor's degree preferred.

Experience: 2+ years in the financial services industry preferred.

Skills:

• Proficiency in Microsoft Office Suite.
• Experience with CRM systems (Redtail CRM is a plus).
• Experience with financial planning systems are a plus, but not required
• Securities licenses are a plus but not required.
• A self-motivated, resourceful, and detail-oriented individual with strong organizational skills.

Why Join Our Client?

This is an excellent opportunity to grow within the financial services industry, working alongside seasoned professionals in a supportive and professional environment. Your contributions will directly impact their clients' success and their team's efficiency.

If you're ready to bring your skills, energy, and attention to detail to a role where you can make a difference, we'd love to hear from you!

Pay: $22-$26/hour, based on experience.

Schedule: 8:30am-12:30pm Monday through Friday or 12:00pm-4:00pm Monday through Friday (20 hours per week)

Dress Code: Business professional attire required.

Job Type: Temp to Perm