Remote Part-Time Financial Services Admin Associate

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

Job summary

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant to support a Financial Advisor remotely. The role is part-time (12–20 hours weekly) with pay of $25–$35 per hour, on-going contract.

You will handle client interactions, maintain records, and assist with technology used in financial services while ensuring confidentiality. Ideal candidates have prior financial services experience, proficiency with MS Office/M365, and familiarity with FinTech tools like Wealthbox and Orion.

Qualifications

• Prior experience in the financial services industry.
• Familiarity with FinTech applications and software used in financial services.
• Experience with Microsoft Office/Microsoft 365 products.
• Familiarity with Wealthbox, Orion, or similar applications.
• Willingness and ability to learn new technology.
• Strong organizational and administrative skills.
• Professional and personable communication with clients.
• Ability to handle confidential client information responsibly.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Provide administrative support to the Financial Advisor.
• Interact professionally with clients and assist with questions.
• Support day-to-day administrative activities and client service functions.
• Maintain accurate and organized client records and documentation.
• Handle sensitive and confidential 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

FinTech familiarity

MS Office / Microsoft 365

Wealthbox / Orion familiarity

Willingness to learn new tech

Organizational skills

Client communication

Handling confidential data

Independent work in fast-paced env

Tools

Wealthbox

Orion

FinTech software

Job description

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant to support a Financial Advisor remotely. The role is part-time (12–20 hours weekly) with pay of $25–$35 per hour, on-going contract.

You will handle client interactions, maintain records, and assist with technology used in financial services while ensuring confidentiality. Ideal candidates have prior financial services experience, proficiency with MS Office/M365, and familiarity with FinTech tools like Wealthbox and Orion.