Part-Time Administrative Assistant
Part-Time Administrative Assistant
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Job Description
Compensation: $21 $23 per hour
Hours: Parttime
About Us
At Flightplan Financial Group we bring the right mix of expertise to support businesses. We are looking for a highly organized and detailoriented remote parttime Administrative Assistant to support our financial practice. Candidates MUST reside in the Minneapolis/St. Paul MN metro areas. This role is crucial in ensuring operational efficiency while allowing our Financial Advisor to focus on client service and business growth.
Key Responsibilities
Client Service
- Schedule and confirm client meetings
- Gather data and prepare materials for client meetings
- Set up new clients in CRM
- Handle mailrelated tasks including check mailing and deposits
- Monitor and respond to voicemails texts and client messages
- Manage Monthly Account Reviews (MARs)
- Maintain client suitability records
- Process client fee reimbursements and assist with financial transactions
- Support open enrollment coordination and documentation
- Assist with special projects as needed
Business and Practice Management
- Scan and organize client documents in digital systems
- Maintain uptodate work methods and procedures to ensure compliance
- Prioritize tasks and manage workload effectively
- Utilize todo lists calendars and practice management software
- Perform additional administrative duties as assigned
Qualifications & Skills
- Experience: At least one year of administrative or client service experience (or equivalent combination of education and experience)
- Technology Proficiency: Familiarity with MS Excel MS Word Outlook Adobe Teams and database software
- Communication: Strong verbal and written communication skills with the ability to interact professionally with clients and team members
- Integrity & Confidentiality: A high degree of trust discretion and professionalism when handling sensitive financial and personal information
- Organization & Attention to Detail: Ability to multitask stay organized and prioritize work efficiently in a fastpaced environment
- Flexibility: Ability to work a flexible weekly schedule typically 20 hours per week 4 hours per day Monday Friday from about 9 a.m. to 1 p.m. on occasion schedule could change based on office needs that day/week starting out must be able to come into office a few times and then occasionally as office needs and for team events
Why Join Us
- Work with a collaborative and supportive team
- Gain experience in a dynamic financial services environment
- Remote/flexible position position will be 9095 remote typically 20 hours per week 4 hours per day Monday Friday from about 9 a.m. to 1 p.m. on occasion schedule could change based on office needs that day/week starting out must be able to come into office a few times and then occasionally as office needs and for team events
If you are an organized and proactive professional looking for a parttime role in a thriving financial practice wed love to hear from you!
How to Apply:
Please submit your resume and a brief cover letter outlining your experience and interest in the position.
Employment Type
Part-Time
