Part-Time Admin Assistant for Financial Advisor — Remote

Thrivas; Florida; Remote; USD 19,000 - 28,000; Part time

Job summary

Thrivas is seeking a part-time Administrative Assistant to support a licensed financial advisor with a range of administrative tasks. This role offers remote work with flexible hours and the potential for growth within the company.

You will run reports, manage master Excel spreadsheets for meetings, and handle client documents, data entry, and correspondence. Occasional receptionist relief and customer service duties may be required when senior staff are unavailable.

Qualifications

• Experience supporting a licensed financial advisor.
• Strong computer and data entry skills.
• Comfort communicating with clients.

Responsibilities

• Support a licensed financial advisor with administrative tasks.
• Create master Excel spreadsheets for meetings.
• Prepare professional correspondence and collect client documents.
• Perform data entry and related admin duties.
• Provide receptionist relief and basic customer service when needed.
• Order office supplies and handle general tasks.

Skills

Advanced computer skills

Client communication

Data entry

Excel

Tools

Excel

Job description

Thrivas is seeking a part-time Administrative Assistant to support a licensed financial advisor with a range of administrative tasks. This role offers remote work with flexible hours and the potential for growth within the company.

You will run reports, manage master Excel spreadsheets for meetings, and handle client documents, data entry, and correspondence. Occasional receptionist relief and customer service duties may be required when senior staff are unavailable.