Remote Administrative Assistant for Financial Advisor

Frontall USA

Saint George (UT)

On-site

USD 35,000 - 50,000

Full time

14 days+

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Job summary

Frontall USA is seeking a reliable Remote Administrative Assistant to support a Financial Advisor in Saint George, Utah. The role involves managing emails, organizing documents, scheduling meetings, and assisting with client interactions.

The ideal candidate should have basic computer skills, familiarity with Microsoft 365, and strong communication abilities. This position offers a great opportunity for growth in a professional financial services environment.

Qualifications

  • Requires basic computer skills and familiarity with Microsoft Office.
  • Strong communication skills are essential, both verbal and written.
  • Must possess time management skills and the ability to work independently.

Responsibilities

  • Manage emails and communication on behalf of the Financial Advisor.
  • Prepare and organize important documents for meetings.
  • Schedule client meetings and maintain calendars.

Skills

Basic computer proficiency
Microsoft 365 familiarity
Strong verbal communication
Strong written communication
Time management

Tools

Microsoft Outlook
CRM software

Job description

Frontall USA is seeking a reliable Remote Administrative Assistant to support a Financial Advisor in Saint George, Utah. The role involves managing emails, organizing documents, scheduling meetings, and assisting with client interactions.

The ideal candidate should have basic computer skills, familiarity with Microsoft 365, and strong communication abilities. This position offers a great opportunity for growth in a professional financial services environment.

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