Part Time Administrative Assistant - Financial Services

Job Description

Job Description

Job Summary
We are seeking a professional and organized part-time Administrative Assistant to support a team of two Financial Advisors. The ideal candidate will be detail-oriented, possess excellent multitasking skills and be comfortable working with Microsoft 365 and learning new software programs as needed. This is a permanent position.

Responsibilities

• Manage new account openings, transfers, and maintenance for investment advisory accounts.
• Ensure a smooth onboarding experience for new clients.
• Process paperwork accurately and in a timely manner.
• Maintain digital files and notes for clients and prospects in RedTail (Client Relationship Management system).
• Handle client servicing requests such as address changes, beneficiary updates, etc. relative to insurance and investment accounts.
• Maintain confidentiality in handling client financial information.

Qualifications

• Previous administrative experience in a professional setting required.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Professional demeanor with strong interpersonal skills.
• Proficiency with Microsoft 365 (Outlook, Word, Excel).
• Prior experience working with a CRM would be helpful.
• Experience in financial services, insurance, or wealth management preferred.
• Previous experience working with a multi-cultural client base would be a plus to enhance communication with diverse clientele.
• Able to pass a criminal history and credit background check including fingerprints.

Schedule

• Part-time
• Flexible hours to be discussed (approximately 20 hours per week)
• Monday-Friday four hours per day or Monday-Thursday five hours per day

Compensation

• Hourly pay based on prior experience ranging between $22/hour - $26/hour
• Paid bi-monthly
• Paid time off accrues with time
• Flexible schedule

Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.

Company Description

Virginia Asset Management is a privately owned, independent wealth management firm with a robust employee benefits/group insurance division. Since 1986, we have made it our mission to provide objective, customized solutions to help individuals, professionals, and business owners improve their financial situations. We are here to serve and to make a difference in the lives of our associates, the community, and our clients.