Remote Financial Services Admin Assistant (Part-Time)

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

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.