Remote Financial Advisor Admin – Part-Time

The Mom Project; Beaumont (TX); Remote; USD 34,000 - 48,000; Part time

Job summary

The Mom Project is seeking a detail-oriented Administrative Assistant to directly support a Financial Advisor in a remote, part-time capacity. This contract role requires prior experience in wealth management or financial planning and familiarity with FinTech tools used in financial services.

You will handle confidential client information, manage scheduling and documentation, and support client onboarding and ongoing account administration as needed.

Qualifications

• Direct experience as an assistant or client service professional for a Financial Advisor.
• Experience in wealth management or financial planning.
• Familiar with FinTech applications used in financial services.
• Proficient in Microsoft Office 365.
• Ability to learn new technology.
• Strong organizational and communication skills.
• Must pass background check.

Responsibilities

• Provide day-to-day administrative support to the Financial Advisor.
• Serve as client contact for questions and needs.
• Assist with scheduling, documentation, and follow-up.
• Maintain accurate client records and financial documentation.
• Handle confidential client information discreetly.
• Support onboarding and ongoing account administration.
• Utilize office software to support daily operations.
• Assist with special projects as needed.

Skills

Direct support to Financial Advisor

Wealth management environment

FinTech software

Microsoft Office 365

Client service

Confidential information handling

Job description

The Mom Project is seeking a detail-oriented Administrative Assistant to directly support a Financial Advisor in a remote, part-time capacity. This contract role requires prior experience in wealth management or financial planning and familiarity with FinTech tools used in financial services.

You will handle confidential client information, manage scheduling and documentation, and support client onboarding and ongoing account administration as needed.