Remote Part-Time Financial Services Admin Assistant

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

Job summary

The Mom Project is seeking a detail-oriented Administrative Assistant to support the Financial Advisor and interact directly with clients. This remote, part-time role is ideal for someone with experience in financial services and a commitment to discretion.

You will handle day-to-day administrative tasks, maintain client records, use FinTech tools, and provide courteous client service in a fast-paced environment. Background check required due to access to confidential information.

Qualifications

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

Responsibilities

• Provide administrative support to the Financial Advisor.
• Interact professionally with clients and address their questions.
• 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

Financial services experience

Strong organizational skills

Communication skills

Discretion with confidential data

Independent work and multitasking

Tools

MS Office 365

Wealthbox

Orion

Job description

The Mom Project is seeking a detail-oriented Administrative Assistant to support the Financial Advisor and interact directly with clients. This remote, part-time role is ideal for someone with experience in financial services and a commitment to discretion.

You will handle day-to-day administrative tasks, maintain client records, use FinTech tools, and provide courteous client service in a fast-paced environment. Background check required due to access to confidential information.