Part-Time Administrative Professional
Part-Time Administrative Professional
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Job Description
Were seeking a proactive detail-oriented Administrative Office Professional whos looking for more than just a job. This part-time opportunity is ideal for someone who brings deep experience and is now seeking greater flexibility meaningful engagement and the chance to contribute without the demands of a traditional full-time role.
As our firm continues to grow youll have opportunities to expand your responsibilities deepen client relationships and help shape a service model that transforms financial success into lasting significance. Youll be part of a collaborative team where your presence matters and your contributions are valued.
If youre driven by excellence enjoy being part of a purpose-led mission and want to do work that makes a difference wed love to hear from you.
- Serve as the first point of contactwarmly greeting clients and ensuring their experience reflects our people-first values.
- Coordinate scheduling prepare meeting materials and manage calendars for advisors.
- Maintain accurate client records in our CRM (e.g. Redtail) and other platforms.
- Support client onboarding document processing and compliance tracking.
- Liaise with custodians and partners to ensure smooth operations.
- Help organize internal workflows and contribute to process improvements.
- Warm professional communicator with a client-first mindset.
- Able to manage multiple priorities while maintaining accuracy.
- Exceptionally organized with keen attention to detail.
Required Experience:
Unclear Seniority
Employment Type
Part-Time
