Remote Part-Time Admin Assistant: Finance & Excel Reporting

Thrivas; Daytona Beach (FL); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Remote work

Job summary

Thrivas is seeking a part-time Administrative Assistant to support a licensed financial advisor. The role involves running reports, creating master Excel spreadsheets for meetings, and handling routine client communications from home or office.

You will collect client documents, perform data entry, order office supplies, and provide receptionist relief when needed. Flexibility and strong computer skills are essential for success in this permanent, part-time position.

Qualifications

• Experience providing administrative support and client service.
• Proficient with MS Office (Excel) and basic reporting.
• Ability to handle confidential client information.

Responsibilities

• Support a licensed financial advisor with administrative tasks.
• Run reports and create master Excel spreadsheets for meetings.
• Type professional correspondence and collect client documents.
• Perform data entry and related tasks.
• Provide receptionist relief and general customer service when senior staff is unavailable.
• Order office supplies and manage general tasks.

Skills

Client communication

Data entry

Time management

Tools

Excel

Word processing

Job description

Thrivas is seeking a part-time Administrative Assistant to support a licensed financial advisor. The role involves running reports, creating master Excel spreadsheets for meetings, and handling routine client communications from home or office.

You will collect client documents, perform data entry, order office supplies, and provide receptionist relief when needed. Flexibility and strong computer skills are essential for success in this permanent, part-time position.