Remote Part-Time Financial Services Admin Specialist

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

Benefits offered by this job

Remote work

Flexible hours

Job summary

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant to support a Financial Advisor and interact directly with clients. This remote, part-time contract role is ideal for someone with experience in financial services and comfort with confidential information.

You will provide administrative support, manage client records, and assist with day-to-day operations using FinTech tools. The position offers flexible hours, with an emphasis on accuracy, discretion, and professional

Qualifications

• Prior experience in the financial services industry is required.
• Familiarity with FinTech applications and software used in the financial services industry.
• Experience with Microsoft Office/Microsoft 365 products.

Responsibilities

• Provide administrative support to the Financial Advisor.
• Interact professionally and courteously with clients, assisting with questions and 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 discretion.
• Assist with projects and other administrative tasks as needed.
• Utilize financial technology and office software to support daily operations.

Skills

Financial services experience

Client interaction

Confidential data handling

Microsoft 365

FinTech familiarity

Learn new tech

Tools

Wealthbox

Orion

Microsoft 365

Job description

BBG Ventures, LLC is seeking a detail-oriented Administrative Assistant to support a Financial Advisor and interact directly with clients. This remote, part-time contract role is ideal for someone with experience in financial services and comfort with confidential information.

You will provide administrative support, manage client records, and assist with day-to-day operations using FinTech tools. The position offers flexible hours, with an emphasis on accuracy, discretion, and professional