Part Time Administrative Assistant

Thrivas Staffing Agency; Boca Raton (FL); On-site; USD 20,664 - 34,440; Part time

Job summary

A financial services firm based in Boca Raton, Florida is seeking a part-time Administrative Assistant. The role offers flexible working hours and the option to work from home. Responsibilities include supporting a licensed financial advisor with administrative tasks, running reports, creating Excel spreadsheets, and handling client communications. Ideal candidates should possess advanced computer skills and be interested in long-term employment in the role.

Qualifications

• Must be comfortable talking directly with clients.
• Long term employment interest required.
• Experience in administrative tasks preferred.

Responsibilities

• Support a licensed financial advisor with administrative tasks.
• Run reports and create master Excel spreadsheets for meetings.
• Type professional correspondence and perform data entry.

Skills

Advanced computer skills

Client communication

Job description

An established financial investment company is currently seeking a part time Administrative Assistant. The hours are flexible and you may work from home. This is a permanent position with the company.

The ideal applicant will be interested in long term employment as a part time Administrative Assistant. You must be comfortable talking directly with clients when needed. Applicants will need advanced computer skills for this role.

The Administrative Assistant will support a licensed financial advisor in all administrative tasks. Run a variety of reports and create master Excel spreadsheets for meetings. Type professional correspondence, collect client documents when needed, perform data entry, etc. You may also be asked to provide relief to the receptionist and general customer service to clients when senior staff is unavailable. You will order office supplies, and general tasks.