Remote Finance Admin Associate - Part-Time

BBG Ventures, LLC; Houston (TX); Remote; USD 34,000 - 48,000; Part time

Job summary

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant to support a Financial Advisor remotely. This part-time contract role starts at 12 hours per week with potential to grow to 20 hours, at a rate of $25-$35 per hour.

The ideal candidate has prior experience in the financial services industry, is proficient with FinTech tools, and can handle confidential client information with discretion.

Qualifications

• Prior experience in the financial services industry is required.
• Familiarity with FinTech applications and software used in the financial services industry.
• Experience with Microsoft Office/Microsoft 365.
• Familiarity with Wealthbox, Orion, or similar financial services platforms is preferred.
• Willingness and ability to learn new technology.
• 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 with discretion.
• Ability to work independently, prioritize tasks, and support multiple needs in a fast-paced environment.
• Willing to complete a background check.

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 discretion.
• Assist with projects and other administrative tasks as needed.
• Utilize financial technology and office software to support daily operations.

Skills

Financial services experience

FinTech software familiarity

Microsoft Office 365

Client communication

Discretion with confidential info

Learn new technology quickly

Independent worker

Tools

Wealthbox

Orion

Job description

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant to support a Financial Advisor remotely. This part-time contract role starts at 12 hours per week with potential to grow to 20 hours, at a rate of $25-$35 per hour.

The ideal candidate has prior experience in the financial services industry, is proficient with FinTech tools, and can handle confidential client information with discretion.