Administrative Assistant/ Office Manager

Administrative Assistant/Office mgr. (Part-Time) Financial Services / Retirement Planning

Location: 100 Fountain Ave. Suite 404

Were seeking a dependable, detail-oriented Administrative Assistant/Office manager to support a busy financial services and retirement planning office. This role is ideal for someone who enjoys being organized, communicating professionally with clients, and keeping daily operations running smoothly. Youll assist with scheduling, client communications, document preparation, and office coordination while maintaining confidentiality and accuracy.

34 days per week

7 hours per day

Hours: [ 9:00 AM5:00 PM] 1 hr. lunch (set schedule with some flexibility as needed)

Salary Range: $13.00 per hour

Hourly Base Salary + Bonus Opportunities

Career Growth Opportunities

Hands on Training

Mon-Fri Schedule

Responsibilities

Key Responsibilities

Greet clients and provide professional, welcoming in-office experience

Answer phones, manage email communication, and route requests appropriately

Schedule appointments, manage calendars, and send reminders/follow-ups

Prepare, organize, scan, and file client documents (digital and paper)

Support meeting preparation (packets, forms, notes, basic follow-up tasks)

Perform data entry and maintain accurate client records

Assist with basic office tasks such as supply ordering and general organization

Help track workflow items, deadlines, and outstanding client requests

Handle sensitive client information with discretion and professionalism

Other administrative duties as assigned

Administrative Assistant/Office mgr. (Part-Time) Financial Services / Retirement Planning

Location: 100 Fountain Ave. Suite 404

Required Qualifications

High school diploma or equivalent

Strong attention to detail and ability to follow documented processes

Professional communication skills (phone, email, and in-person)

Comfortable with computers and office equipment (scanner, copier, printer)

Ability to maintain confidentiality and handle sensitive information

Preferred Qualifications (Nice to Have)

1+ year administrative, receptionist, or office support experience

Experience with Microsoft Office and/or Google Workspace

Comfortable working with client records, forms, and compliance-minded processes

Financial services, insurance, banking, or professional office experience a plus

Efficient typing

Skills & Traits We Value

Organized, reliable, and punctual

Friendly and client-focused

Able to manage multiple tasks without losing accuracy

Comfortable working independently and as part of a small team

Willing to learn new systems and procedures