Part-Time Administrative Assistant - Financial Services

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

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.