Financial Services Business Assistant

Position Overview

We are looking for a detail-oriented and organized Office Business Assistant to support client meeting preparation, account paperwork, and day-to-day office operations. This role is important in helping our office stay prepared, professional, and efficient when working with clients and financial institutions.

This is an in-person position and is not a virtual or work-from-home job. Only candidates who are willing and able to come to the office will be considered for an interview.

This is a part-time opportunity, starting at approximately 2 to 3 days per week. Based on performance, reliability, and business needs, this role may expand into a full-time position in the future.

Key Responsibilities

· Prepare files for client meetings by researching and gathering current account values for all client accounts held with our office.

· Create and update client profiles in eMoney.

· Create client profiles for client accounts when needed.

· Prepare new client meeting folders and make sure all necessary documents, forms, and account information are organized before meetings.

· Remind clients about upcoming meetings when necessary, preferably 24 hours before the scheduled appointment.

· Assist with completing applications for life insurance.

· Assist with completing applications for investment accounts.

· Communicate with clients, potential clients, and financial institutions by phone or email to gather information, confirm details, and follow up on pending items.

Work Environment and Schedule

· Candidates must be willing to come to the office for scheduled workdays.

· Candidates must have the ability to drive.

· The position will begin as part-time, approximately 2 to 3 days per week.

Technical Skills Required

· Proficient in English.

· Comfortable communicating over the phone with clients, potential clients, and financial institutions.

· Proficient in Microsoft Word.

· Proficient in Microsoft Excel.

· Comfortable working with PDF documents.

· Comfortable using the Windows operating system.

· Able to organize and manage digital client files.

Organizational Skills Required

· Punctual, reliable, and professional.

· High attention to detail.

· Checklist-oriented and able to follow step-by-step processes accurately.

· Ability to manage multiple tasks while staying organized and accurate.

Preferred Qualities

· Strong communication skills.

· Professional phone etiquette.

· Ability to handle confidential client information responsibly.

· Willingness to learn financial services processes and office systems.

· Ability to work independently after proper training.

· Dependable transportation and ability to drive to the office.

How to Apply

Candidates interested in applying for this position should email their resume to [email protected].

Enclose a cover letter explaining why you are a good fit for this position.

Summary

This position is best suited for someone who is organized, detail-oriented, comfortable with documents and technology, and able to communicate professionally with clients and financial institutions. The role starts part-time, but there is potential for it to become full-time based on performance, consistency, and the needs of the office.

Pay: $12.00 - $20.00 per hour

Work Location: In person