Remote Financial Services Admin Assistant (Part-Time)

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

Job summary

BBG Ventures, LLC is seeking an Administrative Assistant to support a Financial Advisor remotely on a part-time basis. The role involves client interaction, confidential data handling, and using FinTech tools within a fast-paced environment.

Ideal candidates have prior experience in financial services, strong organizational skills, and the ability to learn new software quickly. This is an on-going contract with a 12–20 hour work week at $25–$35 per hour, with potential growth.

Qualifications

• Experience in the financial services industry is required.
• Familiarity with FinTech applications and software used in financial services.
• Experience with Microsoft Office/Microsoft 365.
• Familiarity with Wealthbox, Orion, or similar financial applications preferred.
• Willingness and ability to learn new technology.
• Strong organizational and administrative skills with attention to detail.
• Professional and personable communication with clients.
• Ability to handle confidential client information responsibly.
• Ability to work independently and prioritize multiple needs in a fast-paced environment.
• Background check is required due to access to sensitive client data.

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.

Skills

Financial services exp

FinTech apps

MS Office

Wealthbox/Orion

Willing to learn

Strong organization

Professional comms

Confidential data

Independent worker

Background check

Tools

Microsoft 365

Wealthbox

Orion

FinTech software

Job description

BBG Ventures, LLC is seeking an Administrative Assistant to support a Financial Advisor remotely on a part-time basis. The role involves client interaction, confidential data handling, and using FinTech tools within a fast-paced environment.

Ideal candidates have prior experience in financial services, strong organizational skills, and the ability to learn new software quickly. This is an on-going contract with a 12–20 hour work week at $25–$35 per hour, with potential growth.