Part Time- Financial Services Administrative Associate- REMOTE

BBG Ventures, LLC; Beaumont (TX); Remote; USD 17,000 - 28,000; Part time

Job summary

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant for remote, part-time support of a Financial Advisor. The role focuses on client interaction, document management, and confidential handling in a financial services environment.

The position targets individuals with FinTech experience, strong organization, and the ability to learn new platforms. Prior financial services work and Microsoft 365 proficiency are essential.

Qualifications

• Prior experience in financial services required.
• Familiarity with FinTech applications and software used in the industry.
• Experience with Microsoft Office/Microsoft 365 products.
• Familiarity with Wealthbox, Orion, or similar systems preferred.
• Willingness to learn new technology and platforms.
• Excellent organizational and administrative skills with attention to detail.
• Professional communication with clients; handle confidential information.

Responsibilities

• Provide administrative support to the Financial Advisor.
• Interact professionally with clients and address questions and needs.
• Support day-to-day administrative activities and client service functions.
• Maintain accurate and organized client records and documentation.
• Handle sensitive client information with discretion.
• Assist with projects and other administrative tasks as needed.
• Utilize financial technology and office software to support daily operations.

Skills

FinTech experience

Client communication

Confidential data handling

Independent worker

Strong organizational skills

Tools

Wealthbox

Orion

Microsoft 365

Job description

REMOTE -

PART TIME- 12hrs - Growth to 20 hrs per week

Pay: $25-$35 an hour

On-Going Contract

About The Role

Our partner is seeking a detail-oriented and professional Administrative Assistant to support the Financial Advisor and interact directly with clients. This role is ideal for someone with prior experience in the financial services industry who is comfortable working with confidential client information and navigating technology used in a financial services environment.

Core Responsibilities

• Provide administrative support to the Financial Advisor
• Interact professionally and courteously with clients, assisting with their questions and immediate needs.
• Support day-to-day administrative activities and client service functions.
• Assist with maintaining accurate and organized client records and documentation.
• Handle sensitive and confidential client information with a high level of discretion.
• Assist with projects and other administrative tasks as needed.
• Utilize financial technology and office software to support daily operations.

Qualifications & Skills

• Prior experience working in the financial services industry is required.
• Familiarity with financial technology (FinTech) applications and software commonly used in the financial services industry.
• Experience with Microsoft Office/Microsoft 365 products.
• Familiarity with platforms such as Wealthbox, Orion, or similar financial services applications is preferred.
• Candidates do not need to have experience with every system listed; a willingness and ability to learn new technology is important.
• Strong organizational and administrative skills with excellent attention to detail.
• Professional and personable communication skills, particularly when interacting with clients.
• Ability to handle confidential and sensitive client information responsibly.
• Ability to work independently, prioritize tasks, and support multiple needs in a fast-paced environment.
• Must be willing to complete a background check due to access to sensitive client personally identifiable information