Remote FinServ Admin Specialist | Part-Time

The Mom Project; Brenham (TX); On-site; USD 34,000 - 48,000; Part time

Job summary

The Mom Project is seeking a detail-oriented Administrative Assistant to support a Financial Advisor remotely. This part-time contract offers 12–20 hours per week and pays $25-$35 per hour.

Core responsibilities include supporting the Financial Advisor, interacting professionally with clients, maintaining accurate records, handling confidential information, and using FinTech tools like Wealthbox or Orion along with Microsoft 365.

Qualifications

• Experience in the financial services industry required.
• Comfort with FinTech applications and financial software.
• Proficient with Microsoft Office 365 suite.
• Willingness to learn new systems and maintain confidentiality.

Responsibilities

• Provide administrative support to the Financial Advisor.
• Interact professionally with clients and address immediate questions.
• Support day-to-day administrative activities and client services.
• Maintain accurate and organized client records and documentation.
• Handle sensitive client information with discretion.
• Assist with projects and other admin tasks as needed.
• Utilize financial technology and office software to support daily operations.

Skills

Financial services experience

Strong communication

Organizational skills

Discretion with confidential data

Tools

Wealthbox

Orion

Microsoft Office 365

Job description

The Mom Project is seeking a detail-oriented Administrative Assistant to support a Financial Advisor remotely. This part-time contract offers 12–20 hours per week and pays $25-$35 per hour.

Core responsibilities include supporting the Financial Advisor, interacting professionally with clients, maintaining accurate records, handling confidential information, and using FinTech tools like Wealthbox or Orion along with Microsoft 365.